Waddell & Reed Financial Inc (WDR)

12.17 +0.39  +3.31% NYSE Apr 7, 09:41 Delayed 2m USD
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Events

Date Type Description
07/30/2020 10:00 EDT Misc Waddell & Reed Financial Inc Second Quarter Earnings Conference Call in 2020
07/30/2020 Earnings Waddell & Reed Financial Inc Second Quarter Earnings in 2020 Release
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
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
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Ratings & Reports

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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: Apr. 28, 2020
  • Last Earnings Release: Feb. 04, 2020
  • Next Ex-Dividend Date: Apr. 08, 2020
  • Last Ex-Dividend Date: Jan. 10, 2020
  • Description: Waddell & Reed is a midsize asset manager that had $70.0 billion in assets under management at the end of 2019. 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 78% 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
F000013TBM FT Deep Value Dividend Opp 9 F CA 4.65%
F000013G7N FT Deep Value Dividend Opp 8 F RE 4.07%
F000013KBD FT Deep Value Dividend 23 F CA 3.70%
F0000124QX FT Deep Value Dividend 22 F CA 3.65%
F000011H47 FT Deep Value Dividend 21 CA 3.51%
KBWD Invesco KBW High Dividend Yld Fincl ETF 2.82%
F000014K29 Invesco Dividend Income R 2.17%
XSHD Invesco S&P SmallCap Hi Div Low Vol ETF 2.11%
XSVM Invesco S&P SmallCap Value with Momt ETF 0.98%
FYT First Trust Small Cap Val AlphaDEX® ETF 0.80%
SQLV Legg Mason Small-Cap Quality Value ETF 0.61%

Comparables

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