GC
WDR

GMT Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

GMT Capital’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-904,000
Closed -$13.4M – 76
2020
Q3 		$13.4M Hold
904,000
– – 0.98% 26
2020
Q2 		$14M Buy
904,000
+314,704
+53% +$4.32M 0.79% 29
2020
Q1 		$6.71M Buy
+589,296
New +$8.79M 0.38% 43

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

GMT Capital's WDR Position: Q4 2020 in Review

GMT Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 904,000 shares — an estimated $13.4M sold.

GMT Capital first reported a position in WDR in Q1 2020 and held it in 3 quarters. The position peaked at $14M in Q2 2020. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

  • GMT Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
  • GMT Capital sold 904,000 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $13.4M.
  • GMT Capital first reported a position in Waddell & Reed Financial, Inc. in Q1 2020 and held it in 3 quarters.
  • GMT Capital's Waddell & Reed Financial, Inc. position peaked at $14M in Q2 2020.
  • 222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on GMT Capital's 13F filing for Q4 2020, filed 9 Feb 2021.