Waddell & Reed Financial Inc (WDR)

16.83 -0.36  -2.09% NYSE Jan 17, 20:00 Delayed 2m USD
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Events

Date Type Description
04/30/2020 10:00 EDT Misc Waddell & Reed Financial Inc First Quarter Earnings Conference Call in 2020
04/30/2020 Earnings Waddell & Reed Financial Inc First Quarter Earnings in 2020 Release
02/04/2020 10:00 EST Misc Waddell & Reed Financial Inc Fourth Quarter Earnings Conference Call for 2019
02/04/2020 Earnings Waddell & Reed Financial Inc Fourth Quarter Earnings for 2019 Release
01/10/2020 Dividends Amount: 0.25, Declared Date: Dec 23 2019, Pay Date: Feb 03 2020
10/29/2019 10:00 EDT Misc Waddell & Reed Financial Inc Third Quarter Earnings Conference Call for 2019
10/29/2019 Earnings Waddell & Reed Financial Inc Third Quarter Earnings in 2019 Release
10/10/2019 Dividends Amount: 0.25, Declared Date: Sep 16 2019, Pay Date: Nov 01 2019
07/30/2019 10:00 EDT Misc Waddell & Reed Financial Inc Second Quarter Earnings Conference Call in 2019
07/30/2019 Earnings Waddell & Reed Financial Inc Second Quarter Earnings in 2019 Release
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Profile

  • URL: http://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. 04, 2020
  • Last Earnings Release: Oct. 29, 2019
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Jan. 10, 2020
  • Description: Waddell & Reed is a midsize asset manager that had $71.9 billion in assets under management at the end of June 2019. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for close to 94% of managed assets, is handled through the company's own registered investment advisors (56% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Equity-driven strategies account for more than three quarters of total AUM, with fixed-income and money market offerings accounting for the remainder. The company has no discernible reach outside the United States.

Top Fund Holders

Symbol Name Weighting
FEVAHX FT Deep Value Dividend Opp 9 RE 3.82%
F000013G7K FT Deep Value Dividend Opp 8 CA 3.73%
F0000124QX FT Deep Value Dividend 22 F CA 3.61%
FKNEHX FT Deep Value Dividend 23 RE 3.51%
F000014K29 Invesco Dividend Income R 2.22%
XSHD Invesco S&P SmallCap Hi Div Low Vol ETF 1.78%
HNTVX Heartland Value Institutional 1.36%
SQLV Legg Mason Small-Cap Quality Value ETF 0.66%
FYT First Trust Small Cap Val AlphaDEX® ETF 0.65%

Comparables

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