WADDELL & REED FINL INC - WDR

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Company profile

Quarter snapshot

Latest / Compare

Q1 2021 · Q4 2020

Value (USD)

Total reported value ($000)

$750.1M

QoQ value delta ($000)

-$152.8M (-16.92%)

Implied price effect (QoQ)

-2.53%

Total shares

31,788,852

QoQ shares delta

-5,507,167 (-14.77%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (WDR)

Interactive chart by TradingView.

Top holders (Q1 2021)

Top 25 only Full list

Manager	Value ($000)	Shares	% of 13F
VANGUARD GROUP INC	170,859	6,820,730	0.0%
DIMENSIONAL FUND ADVISORS LP	59,891	2,390,866	0.02%
STATE STREET CORP	54,190	2,163,271	0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	37,700	1,504,952	0.01%
Invesco Ltd.	28,954	1,155,876	0.01%
GEODE CAPITAL MANAGEMENT, LLC	24,897	993,901	0.0%
TUDOR INVESTMENT CORP ET AL	24,440	975,646	0.49%
BANK OF AMERICA CORP /DE/	22,683	905,498	0.0%
NORTHERN TRUST CORP	22,340	891,795	0.0%
GAMCO INVESTORS, INC. ET AL	22,294	889,961	0.2%
Bank of New York Mellon Corp	18,584	741,842	0.0%
MORGAN STANLEY	18,555	740,739	0.0%
GOLDMAN SACHS GROUP INC	16,470	657,512	0.0%
CNH PARTNERS LLC	15,801	630,797	0.57%
FMR LLC	14,744	588,554	0.0%
GABELLI FUNDS LLC	13,883	554,200	0.09%
JPMORGAN CHASE & CO	12,258	489,335	0.0%
PRINCIPAL FINANCIAL GROUP INC	10,705	427,355	0.01%
UBS Group AG	10,279	410,308	0.0%
Grantham, Mayo, Van Otterloo & Co. LLC	9,114	363,833	0.05%
MILLENNIUM MANAGEMENT LLC	8,983	358,607	0.01%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	8,467	338,000	0.16%
REGIONS FINANCIAL CORP	7,987	318,840	0.07%
RENAISSANCE TECHNOLOGIES LLC	7,470	298,200	0.01%
AMERIPRISE FINANCIAL INC	7,334	292,795	0.0%