WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $276,000 | -57.9% | 16,038 | -42.4% | 0.01% | -58.3% |
| Q1 2016 | $655,000 | -10.6% | 27,842 | +9.0% | 0.02% | -11.1% |
| Q4 2015 | $733,000 | -15.7% | 25,552 | +2.3% | 0.03% | -18.2% |
| Q3 2015 | $869,000 | -25.2% | 24,983 | +1.7% | 0.03% | -15.4% |
| Q2 2015 | $1,162,000 | +6.4% | 24,559 | +11.4% | 0.04% | +5.4% |
| Q1 2015 | $1,092,000 | +40.4% | 22,051 | +41.3% | 0.04% | +37.0% |
| Q4 2014 | $778,000 | -13.2% | 15,608 | -9.9% | 0.03% | -10.0% |
| Q3 2014 | $896,000 | -17.9% | 17,318 | -0.6% | 0.03% | -14.3% |
| Q2 2014 | $1,091,000 | +15.2% | 17,418 | +35.4% | 0.04% | +12.9% |
| Q1 2014 | $947,000 | +87.2% | 12,860 | +30.8% | 0.03% | +72.2% |
| Q3 2013 | $506,000 | – | 9,830 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |