WIC
WDR

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

Water Island 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
2021
Q2 		– Sell
-16,685
Closed -$418K – 130
2021
Q1 		$418K Sell
16,685
-547,078
-97% -$13.7M 0.03% 76
2020
Q4 		$14.4M Buy
+563,763
New +$10.9M 1.01% 25

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Water Island Capital's WDR Position: Q2 2021 in Review

Water Island Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 16,685 shares — an estimated $418K sold.

Water Island Capital first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $14.4M in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Water Island Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Water Island Capital sold 16,685 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $418K.
  • Water Island Capital first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
  • Water Island Capital's Waddell & Reed Financial, Inc. position peaked at $14.4M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Water Island Capital's 13F filing for Q2 2021, filed 12 Aug 2021.