WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 221 filers reported holding WADDELL & REED FINL INC in Q2 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $868,000 | -8.1% | 34,647 | -6.5% | 0.00% | 0.0% |
| Q4 2020 | $944,000 | +70.1% | 37,056 | -0.8% | 0.00% | 0.0% |
| Q3 2020 | $555,000 | -3.5% | 37,369 | -1.8% | 0.00% | 0.0% |
| Q2 2020 | $575,000 | +17.3% | 38,065 | -11.6% | 0.00% | 0.0% |
| Q1 2020 | $490,000 | -32.4% | 43,055 | -0.8% | 0.00% | 0.0% |
| Q4 2019 | $725,000 | -7.5% | 43,391 | -3.5% | 0.00% | 0.0% |
| Q3 2019 | $784,000 | +1.8% | 44,968 | -2.7% | 0.00% | 0.0% |
| Q2 2019 | $770,000 | -9.4% | 46,207 | -6.0% | 0.00% | 0.0% |
| Q1 2019 | $850,000 | +1.3% | 49,162 | +5.9% | 0.00% | 0.0% |
| Q4 2018 | $839,000 | -21.7% | 46,405 | -8.4% | 0.00% | 0.0% |
| Q3 2018 | $1,072,000 | +0.7% | 50,633 | -14.6% | 0.00% | 0.0% |
| Q2 2018 | $1,065,000 | -11.7% | 59,283 | -0.6% | 0.00% | 0.0% |
| Q1 2018 | $1,206,000 | -12.4% | 59,667 | -3.1% | 0.00% | 0.0% |
| Q4 2017 | $1,376,000 | +11.4% | 61,597 | +0.1% | 0.00% | 0.0% |
| Q3 2017 | $1,235,000 | +5.5% | 61,506 | -0.9% | 0.00% | 0.0% |
| Q2 2017 | $1,171,000 | -62.0% | 62,087 | -65.7% | 0.00% | -75.0% |
| Q1 2017 | $3,081,000 | +101.1% | 181,190 | +130.8% | 0.00% | +100.0% |
| Q4 2016 | $1,532,000 | -48.8% | 78,508 | -52.3% | 0.00% | -50.0% |
| Q3 2016 | $2,991,000 | +7.6% | 164,674 | +2.0% | 0.00% | 0.0% |
| Q2 2016 | $2,779,000 | +9.0% | 161,395 | +49.7% | 0.00% | +100.0% |
| Q1 2016 | $2,550,000 | -17.8% | 107,834 | -0.4% | 0.00% | -33.3% |
| Q4 2015 | $3,104,000 | -18.1% | 108,300 | -0.7% | 0.00% | -25.0% |
| Q3 2015 | $3,791,000 | -28.6% | 109,031 | -2.8% | 0.00% | -33.3% |
| Q2 2015 | $5,306,000 | -0.7% | 112,156 | +3.9% | 0.01% | -14.3% |
| Q1 2015 | $5,346,000 | -6.4% | 107,897 | -5.9% | 0.01% | -12.5% |
| Q4 2014 | $5,710,000 | -12.5% | 114,610 | -9.2% | 0.01% | -20.0% |
| Q3 2014 | $6,525,000 | -4.5% | 126,251 | +15.6% | 0.01% | 0.0% |
| Q2 2014 | $6,834,000 | -25.3% | 109,182 | -12.2% | 0.01% | -33.3% |
| Q1 2014 | $9,153,000 | +11.5% | 124,336 | -1.4% | 0.02% | +15.4% |
| Q4 2013 | $8,209,000 | +40.9% | 126,055 | +11.4% | 0.01% | +30.0% |
| Q3 2013 | $5,825,000 | +18.2% | 113,156 | -0.2% | 0.01% | +11.1% |
| Q2 2013 | $4,930,000 | – | 113,330 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |