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    Waddell & Reed Financial, Inc.

    Subscribe to $WDR
    $WDR
    Investment Bankers/Brokers/Service
    Finance

    IPO Year: 1998

    Exchange: NYSE

    Recent Analyst Ratings for Waddell & Reed Financial, Inc.

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    Waddell & Reed Financial, Inc. Insider Trading

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    • SEC Form 4: WALTON JERRY W returned 76,831 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:25:50 PM ET
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    • SEC Form 4: Scupham Amy J. returned 71,044 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:24:33 PM ET
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    • SEC Form 4: Sanders Philip James returned 736,496 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:22:43 PM ET
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    • SEC Form 4: MORRISSEY MICHAEL F returned 52,187 units of Class A Common to the company

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:20:24 PM ET
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    • SEC Form 4: Rackers Christopher W. returned 59,083 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:21:30 PM ET
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    • SEC Form 4: Mihal Shawn M. returned 86,578 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:19:16 PM ET
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    • SEC Form 4: LOGUE DENNIS E returned 76,956 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:18:20 PM ET
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    • SEC Form 4: Kline Katherine M. A. returned 6,794 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:16:59 PM ET
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    • SEC Form 4: Jessee James A. returned 11,229 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:15:49 PM ET
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    • SEC Form 4: BLOSS BRENT K returned 367,201 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units

      4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)

      4/30/21 5:14:55 PM ET
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    Waddell & Reed Financial, Inc. Financials

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    • Waddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor Count

      Waddell & Reed Financial, Inc. (NYSE:WDR) today reported preliminary assets under management ("AUM") of $76.0 billion on March 31, 2021, compared to $75.5 billion on February 28, 2021. AUM includes assets invested in our affiliated mutual fund products, institutional separate accounts and collective investment trusts. AUM ($ in Millions) Preliminary Month Ended March 31, 2021 Retail Institutional Total   Beginning AUM $ 71,950   $ 3,595 $ 75,545   Net flows   (259 )   158   (101 ) Market action   572     13   585   Ending AUM $ 72,263   $ 3,766 $ 76,029

      4/13/21 6:45:00 AM ET
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    • Waddell & Reed Financial, Inc. Declares Quarterly Dividend

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on April 30, 2021 to stockholders of record as of April 9, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), our wealth management channel (through independent

      2/19/21 6:45:00 AM ET
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    • Waddell & Reed Financial, Inc. Reports Fourth Quarter Results

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported a fourth quarter 2020 net loss1 of $6.9 million, or $0.11 per diluted share, compared to net income of $30.5 million, or $0.48 per diluted share, during the prior quarter and net income of $15.9 million, or $0.23 per diluted share, during the fourth quarter of 2019. The fourth quarter of 2020 included $39.6 million in costs related to the proposed acquisition of Waddell & Reed Financial, Inc. by Macquarie Asset Management, the asset management division of Macquarie Group (“Macquarie”) pursuant to a merger agreement announced on December 2, 2020. Excluding the merger-related costs, adjuste

      2/2/21 6:45:00 AM ET
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    • Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 1, 2021 to stockholders of record as of January 11, 2021. Waddell & Reed Financial, Inc. will announce fourth quarter 2020 earnings before trading begins on the New York Stock Exchange, Tuesday, February 2, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel

      12/21/20 6:45:00 AM ET
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    • Ivy High Income Opportunities Fund Announces Monthly Distribution

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Ivy High Income Opportunities Fund (NYSE: IVH) today announced a monthly distribution of $0.09 per common share. The distribution schedule is as follows: Ex-Date Record Date Payable Date Amount Dec. 15, 2020 Dec. 16, 2020 Dec. 31, 2020 $0.09 per share The distribution is expected to be paid from net investment income (regular interest and dividends). The final tax status of the distribution may differ substantially from this preliminary information, which is based on estimates, and the final determination of such amount will be made in early 2021 when the Fund can determine its earnings and profits for the 2020 fisc

      12/1/20 6:45:00 AM ET
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    Waddell & Reed Financial, Inc. Large Ownership Changes

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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)

      2/12/21 4:16:55 PM ET
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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)

      2/12/21 4:07:59 PM ET
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    • SEC Form SC 13G filed

      SC 13G - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)

      2/12/21 4:07:59 PM ET
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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)

      2/12/21 4:07:03 PM ET
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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)

      2/12/21 4:03:56 PM ET
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    • SEC Form SC 13G filed

      SC 13G - WADDELL & REED FINANCIAL INC (0001052100) (Subject)

      2/12/21 3:19:32 PM ET
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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Subject)

      2/10/21 12:04:08 PM ET
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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Subject)

      2/8/21 10:35:31 AM ET
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    • SEC Form SC 13G/A filed

      SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Subject)

      2/4/21 4:21:49 PM ET
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    Waddell & Reed Financial, Inc. SEC Filings

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    • SEC Form 15-12B filed by Waddell & Reed Financial, Inc.

      15-12B - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      5/13/21 4:16:33 PM ET
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    • SEC Form 13F-HR filed by Waddell & Reed Financial, Inc.

      13F-HR - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      5/12/21 4:15:28 PM ET
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    • SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.

      S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      5/3/21 4:27:30 PM ET
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    • SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.

      S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      5/3/21 4:26:44 PM ET
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    • SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.

      S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      5/3/21 4:26:13 PM ET
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    • SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.

      S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      5/3/21 4:25:29 PM ET
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    • SEC Form 25-NSE filed by Waddell & Reed Financial, Inc.

      25-NSE - WADDELL & REED FINANCIAL INC (0001052100) (Subject)

      5/3/21 1:14:41 PM ET
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    • Waddell & Reed Financial, Inc. filed SEC Form 8-K: Termination of a Material Definitive Agreement, Completion of Acquisition or Disposition of Assets, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Material Modification to Rights of Security Holders, Changes in Control of Registrant, Leadership Update, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

      8-K - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      4/30/21 4:46:36 PM ET
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    • SEC Form 10-Q filed by Waddell & Reed Financial, Inc.

      10-Q - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      4/29/21 4:50:01 PM ET
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    • SEC Form 10-K/A filed by Waddell & Reed Financial, Inc. (Amendment)

      10-K/A - WADDELL & REED FINANCIAL INC (0001052100) (Filer)

      4/29/21 4:32:31 PM ET
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    Waddell & Reed Financial, Inc. Press Releases

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    • Macquarie Group Completes Acquisition of Waddell & Reed Financial, Inc.

      Waddell & Reed wealth management platform sold to LPL Financial Macquarie Asset Management (MAM), the asset management division of Macquarie Group ((ASX: MQG, OTC:MQBKY), today announced the completion of its acquisition of Waddell & Reed Financial, Inc. (NYSE:WDR), one of the oldest asset and wealth management companies in the United States. Concurrent with the completion of the transaction, Macquarie sold WDR's wealth management platform to LPL Financial Holdings Inc. (NASDAQ:LPLA), a leading US retail investment advisory firm, independent broker-dealer, and registered investment advisor custodian. In connection with this transaction, Macquarie and LPL have entered into a long-term part

      4/30/21 4:28:00 PM ET
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    • Genpact Set to Join S&P MidCap 400; Unitil & Genworth Financial to Join S&P SmallCap 600

      NEW YORK, April 27, 2021 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 effective prior to the opening of trading on Monday, May 3: Genpact Limited (NYSE:G) will replace Genworth Financial Inc. (NYSE:GNW) in the S&P MidCap 400, and Genworth Financial will replace Glu Mobile Inc. (NASD:GLUU) in the S&P SmallCap 600. S&P 500 constituent Electronic Arts Inc. (NASD: EA) is acquiring Glu Mobile in a deal expected to be completed soon pending final conditions. Genworth Financial is more representative of the small-cap market space. Unitil Corp. (NYSE:UTL) will replace Waddell & Reed Financial Inc. (NYSE:WDR) in the S&P SmallCap 600.

      4/27/21 6:44:00 PM ET
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    • Waddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor Count

      Waddell & Reed Financial, Inc. (NYSE:WDR) today reported preliminary assets under management ("AUM") of $76.0 billion on March 31, 2021, compared to $75.5 billion on February 28, 2021. AUM includes assets invested in our affiliated mutual fund products, institutional separate accounts and collective investment trusts. AUM ($ in Millions) Preliminary Month Ended March 31, 2021 Retail Institutional Total   Beginning AUM $ 71,950   $ 3,595 $ 75,545   Net flows   (259 )   158   (101 ) Market action   572     13   585   Ending AUM $ 72,263   $ 3,766 $ 76,029

      4/13/21 6:45:00 AM ET
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    • Waddell & Reed Financial, Inc. Announces February 28, 2021 Assets Under Management

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $75.5 billion for the month ended February 28, 2021, compared to $74.3 billion on January 31, 2021. Assets Under Management ($ in Millions) Preliminary Month Ended February 28, 2021 Retail Institutional Total   Beginning assets $ 70,743   $ 3,533   $ 74,276   Net flows   (365 )   (37 )   (402 ) Market action   1,572     99     1,671   Ending assets $ 71,950   $ 3,595   $ 75,545 Caut

      3/10/21 6:45:00 AM ET
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    • Waddell & Reed Financial, Inc. Declares Quarterly Dividend

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on April 30, 2021 to stockholders of record as of April 9, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), our wealth management channel (through independent

      2/19/21 6:45:00 AM ET
      $WDR
      Investment Bankers/Brokers/Service
      Finance
    • Waddell & Reed Financial, Inc. Announces January 31, 2021 Assets Under Management

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $74.3 billion for the month ended January 31, 2021, compared to $74.8 billion on December 31, 2020. Assets Under Management ($ in Millions) Preliminary Month Ended January 31, 2021 Retail Institutional Total   Beginning assets $ 71,252   $ 3,570   $ 74,822   Net flows   (644 )   (40 )   (684 ) Market action   135     3     138   Ending assets $ 70,743   $ 3,533   $ 74,276   Cautionary Statemen

      2/10/21 6:45:00 AM ET
      $WDR
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    • Waddell & Reed Financial, Inc. Reports Fourth Quarter Results

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported a fourth quarter 2020 net loss1 of $6.9 million, or $0.11 per diluted share, compared to net income of $30.5 million, or $0.48 per diluted share, during the prior quarter and net income of $15.9 million, or $0.23 per diluted share, during the fourth quarter of 2019. The fourth quarter of 2020 included $39.6 million in costs related to the proposed acquisition of Waddell & Reed Financial, Inc. by Macquarie Asset Management, the asset management division of Macquarie Group (“Macquarie”) pursuant to a merger agreement announced on December 2, 2020. Excluding the merger-related costs, adjuste

      2/2/21 6:45:00 AM ET
      $WDR
      Investment Bankers/Brokers/Service
      Finance
    • Waddell & Reed Financial, Inc. Announces December 31, 2020 Assets Under Management

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $74.8 billion for the month ended December 31, 2020, compared to $72.4 billion on November 30, 2020. Assets Under Management ($ in Millions) Preliminary Month Ended December 31, 2020 Retail Institutional Total   Beginning assets $ 68,956   $ 3,399   $ 72,355   Net flows   (554 )   (30 )   (584 ) Market action   2,850     201     3,051   Ending assets $ 71,252   $ 3,570   $ 74,822   Cautionary

      1/13/21 6:45:00 AM ET
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    • Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 1, 2021 to stockholders of record as of January 11, 2021. Waddell & Reed Financial, Inc. will announce fourth quarter 2020 earnings before trading begins on the New York Stock Exchange, Tuesday, February 2, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel

      12/21/20 6:45:00 AM ET
      $WDR
      Investment Bankers/Brokers/Service
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    • Waddell & Reed Financial, Inc. Announces November 30, 2020 Assets Under Management

      OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $72.4 billion for the month ended November 30, 2020, compared to $66.2 billion on October 31, 2020. Assets Under Management ($ in Millions) Preliminary Month Ended November 30, 2020 Retail Institutional Total   Beginning assets $ 63,125   $ 3,047   $ 66,172   Net flows   (459 )   (18 )   (477 ) Market action   6,290     370     6,660   Ending assets $ 68,956   $ 3,399   $ 72,355  

      12/10/20 6:45:00 AM ET
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