WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $19,439,000 | +10.5% | 775,994 | +12.3% | 0.01% | 0.0% |
| Q4 2020 | $17,598,000 | +120.2% | 690,936 | +28.4% | 0.01% | +83.3% |
| Q3 2020 | $7,992,000 | +42.5% | 538,188 | +48.8% | 0.01% | +50.0% |
| Q2 2020 | $5,608,000 | +75.6% | 361,605 | +28.9% | 0.00% | +33.3% |
| Q1 2020 | $3,193,000 | -52.6% | 280,569 | -30.3% | 0.00% | -40.0% |
| Q4 2019 | $6,732,000 | -21.0% | 402,605 | -18.9% | 0.01% | -28.6% |
| Q3 2019 | $8,524,000 | +6.6% | 496,156 | +3.4% | 0.01% | 0.0% |
| Q2 2019 | $8,000,000 | -18.4% | 479,882 | -15.4% | 0.01% | -12.5% |
| Q1 2019 | $9,805,000 | -9.2% | 567,067 | -5.1% | 0.01% | -27.3% |
| Q4 2018 | $10,802,000 | -3.3% | 597,431 | +13.3% | 0.01% | +10.0% |
| Q3 2018 | $11,171,000 | +31.2% | 527,413 | +11.3% | 0.01% | +25.0% |
| Q2 2018 | $8,513,000 | -12.1% | 473,739 | -1.1% | 0.01% | -20.0% |
| Q1 2018 | $9,683,000 | -16.5% | 479,143 | -7.7% | 0.01% | -16.7% |
| Q4 2017 | $11,591,000 | +11.6% | 518,855 | +0.3% | 0.01% | +9.1% |
| Q3 2017 | $10,387,000 | +6.2% | 517,555 | -0.1% | 0.01% | -8.3% |
| Q2 2017 | $9,783,000 | +15.6% | 518,183 | +4.1% | 0.01% | -7.7% |
| Q1 2017 | $8,463,000 | +16.4% | 497,809 | +33.6% | 0.01% | +30.0% |
| Q4 2016 | $7,270,000 | +72.4% | 372,630 | +60.4% | 0.01% | +66.7% |
| Q3 2016 | $4,218,000 | +50.5% | 232,252 | +42.7% | 0.01% | +50.0% |
| Q2 2016 | $2,802,000 | +14.6% | 162,709 | +56.7% | 0.00% | 0.0% |
| Q1 2016 | $2,445,000 | +0.7% | 103,850 | +22.5% | 0.00% | 0.0% |
| Q4 2015 | $2,429,000 | -17.7% | 84,742 | -0.1% | 0.00% | -33.3% |
| Q3 2015 | $2,951,000 | -42.9% | 84,863 | -22.3% | 0.01% | -40.0% |
| Q2 2015 | $5,167,000 | +10.3% | 109,214 | +15.5% | 0.01% | +11.1% |
| Q1 2015 | $4,685,000 | +20.2% | 94,566 | +20.9% | 0.01% | +12.5% |
| Q4 2014 | $3,898,000 | -4.3% | 78,237 | -0.7% | 0.01% | -11.1% |
| Q3 2014 | $4,072,000 | -31.1% | 78,770 | -16.6% | 0.01% | -30.8% |
| Q2 2014 | $5,910,000 | +1.5% | 94,427 | +19.4% | 0.01% | -7.1% |
| Q1 2014 | $5,824,000 | +22.3% | 79,115 | +8.2% | 0.01% | +16.7% |
| Q4 2013 | $4,762,000 | +23.2% | 73,126 | -2.6% | 0.01% | +20.0% |
| Q3 2013 | $3,864,000 | +22.7% | 75,052 | +3.7% | 0.01% | +11.1% |
| Q2 2013 | $3,149,000 | – | 72,380 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |