WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,144,000 | -9.4% | 45,629 | -8.0% | 0.00% | 0.0% |
| Q4 2020 | $1,263,000 | +118.9% | 49,604 | +27.8% | 0.00% | – |
| Q3 2020 | $577,000 | +2.9% | 38,820 | +7.3% | 0.00% | – |
| Q2 2020 | $561,000 | +51.6% | 36,177 | +11.2% | 0.00% | – |
| Q1 2020 | $370,000 | -13.3% | 32,528 | +26.5% | 0.00% | – |
| Q4 2019 | $427,000 | +18.0% | 25,704 | +21.2% | 0.00% | – |
| Q3 2019 | $362,000 | -94.1% | 21,204 | -94.3% | 0.00% | -100.0% |
| Q2 2019 | $6,145,000 | +102.1% | 368,817 | +109.6% | 0.00% | +100.0% |
| Q1 2019 | $3,040,000 | -37.8% | 176,002 | -35.0% | 0.00% | -33.3% |
| Q4 2018 | $4,890,000 | -81.9% | 270,647 | -78.7% | 0.00% | -62.5% |
| Q3 2018 | $26,960,000 | +27.0% | 1,273,042 | +7.8% | 0.01% | +33.3% |
| Q2 2018 | $21,225,000 | +21.4% | 1,181,318 | +36.6% | 0.01% | -25.0% |
| Q1 2018 | $17,480,000 | +18.1% | 865,106 | +30.6% | 0.01% | -11.1% |
| Q4 2017 | $14,796,000 | +12.5% | 662,437 | +1.1% | 0.01% | 0.0% |
| Q3 2017 | $13,154,000 | +13.6% | 655,483 | +6.8% | 0.01% | +12.5% |
| Q2 2017 | $11,581,000 | +17.6% | 613,544 | +5.9% | 0.01% | +14.3% |
| Q1 2017 | $9,846,000 | +95.6% | 579,346 | +124.4% | 0.01% | +75.0% |
| Q4 2016 | $5,034,000 | -24.0% | 258,188 | -29.3% | 0.00% | -20.0% |
| Q3 2016 | $6,628,000 | +33.9% | 365,116 | +26.9% | 0.01% | +66.7% |
| Q2 2016 | $4,949,000 | +96.6% | 287,615 | +168.7% | 0.00% | +50.0% |
| Q1 2016 | $2,517,000 | -40.1% | 107,046 | -27.0% | 0.00% | -33.3% |
| Q4 2015 | $4,200,000 | -41.4% | 146,639 | -28.9% | 0.00% | -50.0% |
| Q3 2015 | $7,172,000 | -31.9% | 206,357 | -7.3% | 0.01% | -14.3% |
| Q2 2015 | $10,535,000 | -19.8% | 222,725 | -16.0% | 0.01% | -12.5% |
| Q1 2015 | $13,140,000 | -45.5% | 265,291 | -45.2% | 0.01% | -46.7% |
| Q4 2014 | $24,122,000 | +8.2% | 484,213 | +12.2% | 0.02% | +7.1% |
| Q3 2014 | $22,301,000 | -35.9% | 431,468 | -22.4% | 0.01% | -41.7% |
| Q2 2014 | $34,809,000 | +78.8% | 556,176 | +110.3% | 0.02% | +71.4% |
| Q1 2014 | $19,471,000 | +6.2% | 264,512 | -6.1% | 0.01% | +7.7% |
| Q4 2013 | $18,334,000 | +61.3% | 281,551 | +27.5% | 0.01% | +62.5% |
| Q3 2013 | $11,365,000 | – | 220,802 | – | 0.01% | – |
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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% |