WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 223 filers reported holding WADDELL & REED FINL INC in Q2 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $24,440,000 | +2985.9% | 975,646 | +3036.4% | 0.49% | +2127.3% |
| Q4 2020 | $792,000 | +18.9% | 31,107 | -46.8% | 0.02% | -63.3% |
| Q1 2020 | $666,000 | -73.8% | 58,483 | -61.5% | 0.06% | -47.4% |
| Q4 2019 | $2,540,000 | +78.7% | 151,907 | +83.7% | 0.11% | +132.7% |
| Q3 2019 | $1,421,000 | +279.9% | 82,698 | +268.7% | 0.05% | +345.5% |
| Q2 2019 | $374,000 | +107.8% | 22,432 | +115.1% | 0.01% | +57.1% |
| Q1 2019 | $180,000 | -68.8% | 10,428 | -67.2% | 0.01% | -36.4% |
| Q4 2018 | $576,000 | +120.7% | 31,840 | +119.3% | 0.01% | +22.2% |
| Q2 2018 | $261,000 | -38.9% | 14,519 | -42.2% | 0.01% | -30.8% |
| Q1 2017 | $427,000 | +119.0% | 25,100 | +151.0% | 0.01% | +160.0% |
| Q4 2016 | $195,000 | -46.9% | 10,000 | -53.1% | 0.01% | -37.5% |
| Q2 2016 | $367,000 | -55.1% | 21,300 | -38.7% | 0.01% | -61.9% |
| Q1 2016 | $817,000 | -4.3% | 34,720 | +16.5% | 0.02% | -12.5% |
| Q4 2015 | $854,000 | -29.1% | 29,801 | +23.2% | 0.02% | -42.9% |
| Q4 2014 | $1,205,000 | -32.8% | 24,181 | -30.3% | 0.04% | -35.4% |
| Q3 2014 | $1,793,000 | +22.1% | 34,681 | +47.9% | 0.06% | +16.1% |
| Q2 2014 | $1,468,000 | +424.3% | 23,451 | +517.1% | 0.06% | +366.7% |
| Q1 2014 | $280,000 | -63.4% | 3,800 | -67.6% | 0.01% | -67.6% |
| Q4 2013 | $764,000 | +132.2% | 11,728 | +83.2% | 0.04% | +164.3% |
| Q3 2013 | $329,000 | -37.5% | 6,400 | -47.1% | 0.01% | -64.1% |
| Q2 2013 | $526,000 | – | 12,100 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |