WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

WDR was delisted on the 30th of April, 2021.

239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M
Name Market Value Shares Shares
Change
Shares
Change %
LIA
201
LS Investment Advisors
Michigan
$44K 2,424
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$43K 2,386 +408 +21%
SEI Investments
203
SEI Investments
Pennsylvania
$41K 2,280 -1,000 -30%
SBL
204
Sargent Bickham Lagudis
Colorado
$41K 2,270
AAM
205
Advisors Asset Management
Colorado
$40K 2,253 -382 -14%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$37K 2,066 -679 -25%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$37K 2,044 -34 -2%
JA
208
JOYN Advisors
Georgia
$34K 1,904 -6,858 -78%
BFC
209
Bedel Financial Consulting
Indiana
$27K 1,500
PAI
210
Pittenger & Anderson Inc
Nebraska
$24K 1,356
VIA
211
Vantage Investment Advisors
Pennsylvania
$18K 1,000
DSC
212
Duncker Streett & Co
Missouri
$18K 1,000
VNA
213
Valley National Advisers
Pennsylvania
$12K 662 -22,519 -97%
QCG
214
Quadrant Capital Group
Ohio
$11K 666 -606 -48%
APA
215
American Portfolios Advisors
New York
$10.5K 585 +585 New
EWM
216
Edge Wealth Management
New York
$9K 500
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$9K 467 +56 +14%
PCG
218
Private Capital Group
Connecticut
$8K 469 +469 New
IA
219
IFP Advisors
Florida
$7K 397 -2,478 -86%
PCM
220
Poehling Capital Management
Wisconsin
$7K 400 -235 -37%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$7K 390
GAM
222
Gemmer Asset Management
California
$6K 315
DWA
223
Divergent Wealth Advisors
Utah
$5K 259
ASN
224
Advisory Services Network
Georgia
$5K 271
MOACM
225
Mutual of America Capital Management
New York
$5K 301 +301 New