Waddell & Reed Financial Inc (WDR)

15.03 +0.60  +4.16% NYSE Aug 5, 20:00 USD
View Full Chart
Price Chart
View All Events

Events

Date Type Description
10/29/2020 10:00 EDT Misc Waddell & Reed Financial Inc Third Quarter Earnings Conference Call for 2020
10/29/2020 Earnings Waddell & Reed Financial Inc Third Quarter Earnings for 2020 Release
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
04/28/2020 10:00 EDT Misc Waddell & Reed Financial Inc First Quarter Earnings Conference Call for 2020
04/28/2020 Earnings Waddell & Reed Financial Inc First Quarter Earnings in 2020 Release
04/08/2020 Dividends Amount: 0.25, Declared Date: Mar 17 2020, Pay Date: May 01 2020
02/21/2020 Misc Waddell & Reed Financial Inc Annual Report for 2019
View All Performance Charts

Total Returns Comparison

Ratings & Reports

Advertisement
Edit

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: Oct. 29, 2020
  • Last Earnings Release: Jul. 28, 2020
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Jul. 10, 2020
  • Description: Waddell & Reed is a midsize asset manager that had $56.0 billion in assets under management at the end of March 2020. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 96% of managed assets, is handled through the company's own registered investment advisors (58% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Equity-driven strategies account for an estimated 73% of total AUM, with fixed-income (24%) and money market (3%) 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 5.30%
FKNEHX FT Deep Value Dividend 23 RE 4.29%
F0000124QX FT Deep Value Dividend 22 F CA 4.17%
KBWD Invesco KBW High Dividend Yld Fincl ETF 2.09%
UXM.TO CI First AssetMstarUSDivTgt50ETFCADHComm 2.05%
FSIUX Invesco Dividend Income R5 1.93%
YFSNX AMG Yacktman Focused Sec Selectn Only N 1.89%
PSC Principal US Small Cap Mlt Fac Ind ETF 0.65%
SFSNX Schwab Fundamental US Small Company Idx 0.28%

Comparables

Edit
Advertisement

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.