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 | $1,393,000 | -24.4% | 55,617 | -23.1% | 0.07% | -31.7% |
| Q4 2020 | $1,843,000 | +9.7% | 72,364 | -36.0% | 0.10% | -2.9% |
| Q3 2020 | $1,680,000 | +27.7% | 113,114 | +33.3% | 0.10% | +22.4% |
| Q2 2020 | $1,316,000 | +29.5% | 84,849 | -5.0% | 0.08% | +9.0% |
| Q1 2020 | $1,016,000 | -39.8% | 89,273 | -11.6% | 0.08% | -16.1% |
| Q4 2019 | $1,688,000 | -49.8% | 100,957 | -48.4% | 0.09% | -53.7% |
| Q3 2019 | $3,361,000 | +8.0% | 195,617 | +4.8% | 0.20% | +6.3% |
| Q2 2019 | $3,111,000 | +70.5% | 186,616 | +76.8% | 0.19% | +67.3% |
| Q1 2019 | $1,825,000 | +180.3% | 105,579 | +193.3% | 0.11% | +145.7% |
| Q4 2018 | $651,000 | +183.0% | 35,992 | +231.5% | 0.05% | +228.6% |
| Q3 2018 | $230,000 | +11.1% | 10,856 | +82.0% | 0.01% | -12.5% |
| Q3 2015 | $207,000 | -10.0% | 5,964 | +22.7% | 0.02% | 0.0% |
| Q2 2015 | $230,000 | -5.7% | 4,862 | -1.2% | 0.02% | -5.9% |
| Q1 2015 | $244,000 | +12.4% | 4,922 | +17.3% | 0.02% | -10.5% |
| Q3 2014 | $217,000 | -26.2% | 4,195 | -10.6% | 0.02% | -24.0% |
| Q2 2014 | $294,000 | -24.6% | 4,695 | -11.3% | 0.02% | -30.6% |
| Q1 2014 | $390,000 | +9.9% | 5,291 | -3.0% | 0.04% | +2.9% |
| Q4 2013 | $355,000 | +19.9% | 5,453 | -5.0% | 0.04% | +6.1% |
| Q3 2013 | $296,000 | +22.3% | 5,743 | +3.3% | 0.03% | +10.0% |
| Q2 2013 | $242,000 | – | 5,558 | – | 0.03% | – |
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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% |