Waddell & Reed Financial, Inc. WDR
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52-week range unavailable
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 15.42% | 9,564,315 | 243.60M | Dec 30, 2020 |
| Vanguard Group, Inc. (The) | 10.81% | 6,702,961 | 170.72M | Dec 30, 2020 |
| Burgundy Asset Management Ltd. | 5.39% | 3,344,677 | 85.19M | Dec 30, 2020 |
| Invesco Ltd. | 4.82% | 2,991,894 | 76.20M | Dec 30, 2020 |
| Dimensional Fund Advisors LP | 4.43% | 2,747,387 | 69.98M | Dec 30, 2020 |
| State Street Corporation | 3.41% | 2,115,081 | 53.87M | Dec 30, 2020 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | 6.68% | 4,142,260 | 103.76M | Mar 30, 2021 |
| Smallcap World Fund | 2.98% | 1,850,000 | 47.12M | Dec 30, 2020 |
| Vanguard Total Stock Market Index Fund | 2.80% | 1,737,315 | 44.25M | Dec 30, 2020 |
| Invesco Dividend Income Fund | 2.68% | 1,664,556 | 42.10M | Jan 30, 2021 |
| iShares Russell 2000 ETF | 2.43% | 1,509,030 | 37.80M | Mar 30, 2021 |
| Vanguard Small-Cap Index Fund | 2.27% | 1,409,084 | 35.89M | Dec 30, 2020 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BLOSS BRENT K | President | Stock Award(Grant) | Mar 9, 2020 | 401,236 |
| BUYLE MARK P | General Counsel | Conversion of Exercise of derivative security | Jan 7, 2021 | 89,116 |
| CLOUSE BENJAMIN R. | Chief Financial Officer | Stock Award(Grant) | Mar 9, 2020 | 119,566 |
| DALEY MICHAEL JOHN | Officer and Treasurer | Conversion of Exercise of derivative security | Mar 9, 2021 | 7,821 |
| HANSON DANIEL P. | Chief Investment Officer | Stock Award(Grant) | Mar 9, 2020 | 401,103 |
| MIHAL SHAWN M. | Officer | Conversion of Exercise of derivative security | Jan 7, 2021 | 89,578 |