Waddell & Reed Financial Inc (WDR)

25.03 -0.01  -0.04% NYSE Jan 15, 20:00 USD
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Events

Date Type Description
02/04/2021 10:00 EST Misc Waddell & Reed Financial Inc Fourth Quarter Earnings Conference Call for 2020
02/03/2021 Earnings Waddell & Reed Financial Inc Fourth Quarter Earnings for 2020 Release
01/08/2021 Dividends Amount: 0.25, Declared Date: Dec 21 2020, Pay Date: Feb 01 2021
10/27/2020 Earnings Waddell & Reed Financial Inc Third Quarter Earnings Result for 2020
10/27/2020 10:00 EDT Misc Waddell & Reed Financial Inc Third Quarter Earnings Conference Call for 2020
10/08/2020 Dividends Amount: 0.25, Declared Date: Sep 15 2020, Pay Date: Nov 02 2020
07/28/2020 10:00 EDT Misc Waddell & Reed Financial Inc Second Quarter Earnings Conference Call for 2020
07/28/2020 Earnings Waddell & Reed Financial Inc Second Quarter Earnings Result for 2020
07/10/2020 Dividends Amount: 0.25, Declared Date: Jun 17 2020, Pay Date: Aug 03 2020
04/29/2020 10:00 CDT Misc Waddell & Reed Financial Inc Annual General Meeting for 2019
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Profile

  • URL: https://www.waddell.com
  • Investor Relations URL: http://ir.waddell.com/
  • HQ State/Province: Kansas
  • Sector: Financial Services
  • Industry: Asset Management
  • Equity Style: Small Cap/Value
  • Next Earnings Release: Feb. 03, 2021
  • Last Earnings Release: Oct. 27, 2020
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Jan. 08, 2021
  • Description: Waddell & Reed is a midsize asset manager that had $66.2 billion in assets under management at the end of October 2020. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 95% of managed assets, is handled through the company's own registered investment advisors (59% of AUM) and third-party broker/dealers and advisors (36%) in the wholesale channel. Equity-driven strategies account for an estimated 78% of total AUM, with fixed-income (20%) and money market (2%) offerings accounting for the remainder. The company has no discernible reach outside the United States.

Top Fund Holders

Symbol Name Weighting
F0000124QX FT Deep Value Dividend 22 F CA 5.38%
GCFSX Gabelli Global Financial Services C 4.38%
KBWD Invesco KBW High Dividend Yld Fincl ETF 2.51%
YFSNX AMG Yacktman Focused Sec Selectn Only N 1.70%
CSB VictoryShares US SmCp Hi Div Vol Wtd ETF 1.61%
FGD First Trust Dow Jones Global Sel Div ETF 1.44%
XSLV Invesco S&P SmallCap Low Volatility ETF 1.11%
RSQCX Royce Special Equity Consult 1.04%
PMJPX PIMCO RAE US Small I-2 0.87%
ASQGX American Century Small Company R5 0.73%
VUSE Vident Core US Equity 0.66%
FNDA Schwab Fundamental US Small Company ETF 0.30%

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