Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Waddell & Reed Financial Inc (NYSE:WDR)

21.49
Delayed Data
As of May 27
 +0.20 / +0.94%
Today’s Change
18.57
Today|||52-Week Range
50.22
-25.02%
Year-to-Date
Institutional investors purchased a net $2.9 million shares of WDR during the quarter ended March 2016, and now own 88.20% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders7.31%
Mutual fund holders60.94%
Other institutional27.26%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016BLACKROCK FUND ADVISORS  Bought 5.6 Million shares of Waddell & Reed Financial ...
3/31/2016FULLER & THALER ASSET MANAGEMENT...  Bought 1.1 Million shares of Waddell & Reed Financial ...
3/31/2016INVESCO CANADA LTD.  Bought 1.0 Million shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors13.69%11,201,215227,832,713+5,624,683+100.86%
T. Rowe Price Associates, Inc.9.19%7,515,643152,868,179+493,060+7.02%
The Vanguard Group, Inc.6.86%5,608,292114,072,659+148,617+2.72%
Fidelity Management & Research Co...5.02%4,109,30283,583,203-512,700-11.09%
Herndon Capital Management LLC4.24%3,464,09570,459,692-551,452-13.73%
SSgA Funds Management, Inc.2.94%2,405,53348,928,541+99,456+4.31%
Fisher Asset Management LLC2.33%1,905,36638,755,144-25,346-1.31%
Epoch Investment Partners, Inc.1.46%1,196,39724,334,715+34,053+2.93%
Schroder Investment Management Lt...1.44%1,179,38523,988,691+136,300+13.07%
AJO LP1.32%1,078,01521,926,825-306,223-22.12%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF7.15%5,848,255118,953,50700.00%
Fidelity Small Cap Discovery Fund5.12%4,186,98685,163,29500.00%
T Rowe Price Mid Cap Value Fund4.35%3,558,69072,383,755+787,400+28.41%
Fidelity Small Cap Value Fund2.14%1,750,00035,595,000+485,900+38.44%
Vanguard Small Cap Index Fund1.98%1,615,57832,860,857+13,936+0.87%
Fidelity Series Small Cap Discove...1.96%1,600,00032,544,000+300,000+23.08%
Vanguard Total Stock Market Index...1.86%1,522,35330,964,660+25,031+1.67%
iShares Core S&P Mid Cap ETF1.83%1,496,31130,434,96600.00%
T Rowe Price Small Cap Stock Fund1.36%1,114,80022,675,032+14,800+1.35%
Government Pension Fund - Global ...1.28%1,043,86821,232,275+229,879+28.24%