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Waddell & Reed Financial Inc (NYSE:WDR)

19.28
Delayed Data
As of 4:02pm ET
 +0.19 / +1.00%
Today’s Change
15.02
Today|||52-Week Range
26.77
-1.18%
Year-to-Date
 
Individual stakeholders8.11%
Mutual fund holders50.81%
Other institutional39.88%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016FIDELITY MANAGEMENT & RESEARCH C...  Bought 1.7 Million shares of Waddell & Reed Financial ...
12/31/2016VAN BERKOM & ASSOCIATES, INC.  Bought 1.6 Million shares of Waddell & Reed Financial ...
12/31/2016CAPITAL RESEARCH & MANAGEMENT CO...  Bought 730.0 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 Advisors16.83%13,932,570251,482,889+178,113+1.29%
The Vanguard Group, Inc.7.78%6,439,946116,241,025+270,269+4.38%
Fuller & Thaler Asset Management,...3.80%3,148,92656,838,114+446,041+16.50%
SSgA Funds Management, Inc.3.52%2,915,65252,627,519-9,578-0.33%
Fidelity Management & Research Co...3.50%2,899,09452,328,647+1,714,078+144.65%
T. Rowe Price Associates, Inc.3.17%2,620,68047,303,274-2,290,966-46.64%
AQR Capital Management LLC2.30%1,903,79934,363,572-346,607-15.40%
Fisher Asset Management LLC2.27%1,877,51433,889,128-62,170-3.21%
Schroder Investment Management Lt...1.93%1,601,54828,907,941+136,124+9.29%
Van Berkom & Associates, Inc.1.93%1,594,96628,789,136+1,594,966--

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF7.78%6,440,481116,250,68200.00%
Undiscovered Managers Behavioral ...3.22%2,666,47448,129,85600.00%
T Rowe Price Mid Cap Value Fund2.19%1,817,29032,802,085-1,507,600-45.34%
iShares Core S&P Mid Cap ETF2.17%1,798,59032,464,55000.00%
Vanguard Small Cap Index Fund2.13%1,761,06531,787,223+13,518+0.77%
Vanguard Total Stock Market Index...2.02%1,669,50130,134,493+2,745+0.16%
iShares Russell 2000 ETF1.86%1,537,78927,757,09100.00%
Vanguard Small Cap Value Index Fu...1.39%1,153,41120,819,069+42,158+3.79%
Invesco Dividend Income Fund1.30%1,076,20019,425,410+734,696+215.14%
Fidelity Low Priced Stock Fund1.28%1,061,80019,165,490-2,500-0.23%