WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 229 filers reported holding WADDELL & REED FINL INC in Q4 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $419,000 | -3.9% | 16,804 | -3.4% | 0.00% | – |
| Q4 2020 | $436,000 | -80.0% | 17,403 | -87.6% | 0.00% | -100.0% |
| Q3 2020 | $2,176,000 | +6.9% | 140,814 | +4.0% | 0.00% | 0.0% |
| Q2 2020 | $2,036,000 | +1.9% | 135,360 | -23.5% | 0.00% | 0.0% |
| Q1 2020 | $1,999,000 | -64.1% | 176,871 | -46.9% | 0.00% | -50.0% |
| Q4 2019 | $5,573,000 | +40.7% | 333,287 | +44.5% | 0.00% | +33.3% |
| Q3 2019 | $3,961,000 | +36.2% | 230,569 | +32.2% | 0.00% | +50.0% |
| Q2 2019 | $2,908,000 | -11.8% | 174,406 | -8.5% | 0.00% | -33.3% |
| Q1 2019 | $3,296,000 | -8.3% | 190,633 | -4.1% | 0.00% | 0.0% |
| Q4 2018 | $3,595,000 | -1.0% | 198,805 | +16.0% | 0.00% | 0.0% |
| Q3 2018 | $3,630,000 | +8341.9% | 171,398 | +7083.5% | 0.00% | – |
| Q2 2018 | $43,000 | +7.5% | 2,386 | +20.6% | 0.00% | – |
| Q1 2018 | $40,000 | -81.1% | 1,978 | -79.1% | 0.00% | – |
| Q4 2017 | $212,000 | -91.7% | 9,472 | -92.6% | 0.00% | -100.0% |
| Q3 2017 | $2,554,000 | +6.3% | 127,276 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,402,000 | +922.1% | 127,276 | +819.4% | 0.00% | – |
| Q1 2017 | $235,000 | -35.3% | 13,844 | -25.6% | 0.00% | – |
| Q4 2016 | $363,000 | +13.1% | 18,608 | +5.0% | 0.00% | – |
| Q3 2016 | $321,000 | +48.6% | 17,721 | +40.9% | 0.00% | – |
| Q2 2016 | $216,000 | -6.1% | 12,573 | +28.5% | 0.00% | – |
| Q1 2016 | $230,000 | -65.2% | 9,784 | -57.5% | 0.00% | -100.0% |
| Q4 2015 | $660,000 | -9.7% | 23,021 | +9.5% | 0.00% | 0.0% |
| Q3 2015 | $731,000 | -95.5% | 21,024 | -93.9% | 0.00% | -94.7% |
| Q2 2015 | $16,174,000 | -0.8% | 341,858 | +3.9% | 0.02% | 0.0% |
| Q1 2015 | $16,300,000 | +558.6% | 329,006 | +562.3% | 0.02% | +533.3% |
| Q4 2014 | $2,475,000 | +167.0% | 49,678 | +176.9% | 0.00% | +200.0% |
| Q3 2014 | $927,000 | -68.8% | 17,944 | -62.2% | 0.00% | -66.7% |
| Q2 2014 | $2,969,000 | -0.4% | 47,420 | +17.1% | 0.00% | -25.0% |
| Q1 2014 | $2,981,000 | +124.6% | 40,506 | +98.9% | 0.00% | +100.0% |
| Q4 2013 | $1,327,000 | +84.0% | 20,362 | +45.4% | 0.00% | +100.0% |
| Q3 2013 | $721,000 | -96.9% | 14,007 | -97.4% | 0.00% | -97.6% |
| Q2 2013 | $23,585,000 | – | 542,201 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |