WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,010,000 | +10.1% | 40,300 | +11.9% | 0.01% | 0.0% |
| Q4 2020 | $917,000 | +50.6% | 36,000 | -12.3% | 0.01% | +20.0% |
| Q3 2020 | $609,000 | +6.1% | 41,030 | +10.8% | 0.01% | 0.0% |
| Q2 2020 | $574,000 | +29.3% | 37,030 | -5.1% | 0.01% | 0.0% |
| Q1 2020 | $444,000 | -40.3% | 39,030 | -12.3% | 0.01% | -16.7% |
| Q4 2019 | $744,000 | -31.7% | 44,500 | -29.8% | 0.01% | -40.0% |
| Q3 2019 | $1,089,000 | -37.2% | 63,400 | -39.0% | 0.01% | -37.5% |
| Q2 2019 | $1,734,000 | +47.4% | 104,000 | +52.9% | 0.02% | +45.5% |
| Q1 2019 | $1,176,000 | -8.4% | 68,000 | -4.2% | 0.01% | -21.4% |
| Q4 2018 | $1,284,000 | -40.7% | 71,000 | -30.6% | 0.01% | -30.0% |
| Q3 2018 | $2,167,000 | +16.6% | 102,290 | -1.1% | 0.02% | +5.3% |
| Q2 2018 | $1,859,000 | +1.1% | 103,450 | +13.1% | 0.02% | 0.0% |
| Q1 2018 | $1,839,000 | -14.2% | 91,450 | -4.7% | 0.02% | -13.6% |
| Q4 2017 | $2,144,000 | +7.3% | 95,990 | -3.6% | 0.02% | 0.0% |
| Q3 2017 | $1,999,000 | +19.6% | 99,590 | +9.6% | 0.02% | +10.0% |
| Q2 2017 | $1,672,000 | -29.3% | 90,890 | -34.7% | 0.02% | -28.6% |
| Q1 2017 | $2,365,000 | -7.4% | 139,110 | +6.3% | 0.03% | -9.7% |
| Q4 2016 | $2,553,000 | +101.8% | 130,850 | +87.9% | 0.03% | +93.8% |
| Q3 2016 | $1,265,000 | +147.6% | 69,650 | +134.5% | 0.02% | +128.6% |
| Q2 2016 | $511,000 | -54.5% | 29,700 | -37.8% | 0.01% | -56.2% |
| Q1 2016 | $1,124,000 | -55.8% | 47,730 | -46.2% | 0.02% | -55.6% |
| Q4 2015 | $2,543,000 | +8.1% | 88,730 | +33.0% | 0.04% | 0.0% |
| Q3 2015 | $2,352,000 | +4.2% | 66,730 | +39.8% | 0.04% | +12.5% |
| Q2 2015 | $2,258,000 | -4.5% | 47,730 | 0.0% | 0.03% | -3.0% |
| Q1 2015 | $2,365,000 | -0.3% | 47,730 | +0.2% | 0.03% | 0.0% |
| Q4 2014 | $2,373,000 | -19.4% | 47,630 | -16.3% | 0.03% | -19.5% |
| Q3 2014 | $2,943,000 | -18.3% | 56,930 | -1.0% | 0.04% | -18.0% |
| Q2 2014 | $3,601,000 | -15.0% | 57,530 | 0.0% | 0.05% | -16.7% |
| Q1 2014 | $4,235,000 | +4.0% | 57,530 | -8.0% | 0.06% | +3.4% |
| Q4 2013 | $4,072,000 | +27.7% | 62,530 | +1.0% | 0.06% | +18.4% |
| Q3 2013 | $3,188,000 | +14.1% | 61,930 | -3.6% | 0.05% | +14.0% |
| Q2 2013 | $2,794,000 | – | 64,230 | – | 0.04% | – |
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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% |