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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$283M +$304M +16,600,851 +23,010%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$6.87M +374,949 +6%
Invesco
3
Invesco
Georgia
$67M +$9.58M +523,255 +15%
State Street
4
State Street
Massachusetts
$59.2M +$10.4M +565,584 +19%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$57.7M +$4.47M +244,010 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$47.7M -$1.73M -94,578 -3%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$36.8M +$7.78M +424,885 +24%
VBA
8
Van Berkom & Associates
Quebec, Canada
$34.6M +$8.05M +439,776 +28%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$34.1M +$20M +1,091,695 +120%
Fisher Asset Management
10
Fisher Asset Management
Washington
$31.5M -$431K -23,546 -1%
GI
11
GAMCO Investors
Connecticut
$26.5M +$848K +46,301 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.1M +$1.27M +69,568 +5%
GF
13
Gabelli Funds
New York
$24.6M +$1.04M +56,697 +4%
Northern Trust
14
Northern Trust
Illinois
$22M +$307K +16,768 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$21.3M -$25M -1,367,542 -52%
Capital World Investors
16
Capital World Investors
California
$19.1M +$7.23M +395,000 +54%
AQR Capital Management
17
AQR Capital Management
Connecticut
$18.6M -$14.8M -807,380 -42%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$17.6M +$2.46M +134,538 +15%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$17M +$2.44M +133,052 +15%
Norges Bank
20
Norges Bank
Norway
$14.3M +$916K +50,025 +6%
BAM
21
Burgundy Asset Management
Ontario, Canada
$14.2M -$1.46M -79,481 -9%
PA
22
Pinnacle Associates
New York
$13.8M +$15.4K +840 +0.1%
Charles Schwab
23
Charles Schwab
California
$13.7M +$1.63M +88,764 +12%
Prudential Financial
24
Prudential Financial
New Jersey
$12.3M -$3.2M -174,970 -19%
First Trust Advisors
25
First Trust Advisors
Illinois
$10.9M +$3.56M +194,562 +44%