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Waddell & Reed Financial Inc (NYSE:WDR)

16.79
BATS BZX Real-Time Price
As of 3:28pm ET
 +0.14 / +0.84%
Today’s Change
15.02
Today|||52-Week Range
22.45
-13.94%
Year-to-Date
Institutional investors purchased a net $2.8 million shares of WDR during the quarter ended March 2017 and now own 92.78% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders7.96%
Mutual fund holders55.30%
Other institutional37.48%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017BLACKROCK FUND ADVISORS  Bought 1.7 Million shares of Waddell & Reed Financial ...
3/31/2017DIMENSIONAL FUND ADVISORS LP  Bought 1.1 Million shares of Waddell & Reed Financial ...
3/31/2017SSGA FUNDS MANAGEMENT, INC.  Bought 565.6 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors18.55%15,628,419281,155,258+1,695,849+12.17%
The Vanguard Group, Inc.8.09%6,814,895122,599,961+374,949+5.82%
SSgA Funds Management, Inc.4.13%3,481,23662,627,436+565,584+19.40%
Fuller & Thaler Asset Management,...4.03%3,392,93661,038,919+244,010+7.75%
Fidelity Management & Research Co...3.33%2,804,51650,453,243-94,578-3.26%
Van Berkom & Associates, Inc.2.41%2,034,74236,605,009+439,776+27.57%
Dimensional Fund Advisors LP2.38%2,003,50136,042,983+1,091,695+119.73%
Schroder Investment Management Lt...2.29%1,932,23334,760,872+330,685+20.65%
Fisher Asset Management LLC2.20%1,853,96833,352,884-23,546-1.25%
Invesco Advisers, Inc.1.96%1,647,28429,634,639+259,717+18.72%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF9.28%7,819,876140,679,56900.00%
Undiscovered Managers Behavioral ...3.31%2,790,37450,198,828+41,600+1.51%
iShares Core S&P Small Cap ETF2.86%2,406,42343,291,55000.00%
Vanguard Total Stock Market Index...2.21%1,862,68233,509,649+119,285+6.84%
Vanguard Small Cap Index Fund2.20%1,852,40533,324,766+4,482+0.24%
Invesco Dividend Income Fund1.90%1,602,38428,826,888+245,617+18.10%
iShares Russell 2000 ETF1.82%1,533,32627,584,53500.00%
Vanguard Small Cap Value Index Fu...1.43%1,204,73621,673,201+13,272+1.11%
Trimark Global Endeavour Fund1.31%1,106,67119,909,011+77,000+7.48%
Fidelity Low Priced Stock Fund1.26%1,061,80019,101,782-2,500-0.23%