WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 248 filers reported holding WADDELL & REED FINL INC in Q1 2019. The put-call ratio across all filers is 17.41 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,760,000 | -1.6% | 159,637 | +2.9% | 0.00% | -25.0% |
| Q4 2018 | $2,806,000 | -57.0% | 155,193 | -49.6% | 0.00% | 0.0% |
| Q3 2018 | $6,526,000 | +134.0% | 308,158 | +98.5% | 0.00% | +33.3% |
| Q2 2018 | $2,789,000 | -8.5% | 155,220 | +3.0% | 0.00% | -25.0% |
| Q1 2018 | $3,047,000 | -9.5% | 150,763 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,368,000 | +12.4% | 150,763 | +1.0% | 0.00% | 0.0% |
| Q3 2017 | $2,996,000 | +5.4% | 149,290 | -0.8% | 0.00% | 0.0% |
| Q2 2017 | $2,842,000 | +12.6% | 150,524 | +1.4% | 0.00% | 0.0% |
| Q1 2017 | $2,523,000 | -7.8% | 148,404 | +5.9% | 0.00% | 0.0% |
| Q4 2016 | $2,735,000 | +8.7% | 140,178 | +1.2% | 0.00% | 0.0% |
| Q3 2016 | $2,517,000 | +15.5% | 138,577 | +9.5% | 0.00% | 0.0% |
| Q2 2016 | $2,180,000 | +43.5% | 126,589 | +96.2% | 0.00% | +33.3% |
| Q1 2016 | $1,519,000 | -17.8% | 64,532 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $1,849,000 | -17.6% | 64,532 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $2,244,000 | -22.5% | 64,532 | +5.4% | 0.00% | -20.0% |
| Q2 2015 | $2,897,000 | -4.0% | 61,236 | +0.5% | 0.01% | -16.7% |
| Q1 2015 | $3,018,000 | +1.0% | 60,927 | +1.6% | 0.01% | 0.0% |
| Q4 2014 | $2,987,000 | -22.3% | 59,952 | -19.4% | 0.01% | -25.0% |
| Q3 2014 | $3,843,000 | -45.3% | 74,353 | -33.8% | 0.01% | -42.9% |
| Q2 2014 | $7,029,000 | -30.8% | 112,299 | -18.6% | 0.01% | -36.4% |
| Q1 2014 | $10,155,000 | +169.6% | 137,935 | +138.5% | 0.02% | +144.4% |
| Q4 2013 | $3,767,000 | +26.2% | 57,842 | -0.2% | 0.01% | +28.6% |
| Q3 2013 | $2,984,000 | +19.0% | 57,958 | +0.5% | 0.01% | 0.0% |
| Q2 2013 | $2,508,000 | – | 57,645 | – | 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% |