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    Waddell & Reed Financial, Inc. Announces November 30, 2020 Assets Under Management

    12/10/20 6:45:00 AM ET
    $WDR
    Investment Bankers/Brokers/Service
    Finance
    Get the next $WDR alert in real time by email

    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

     

    Cautionary Statement

    The preliminary information included in this news release reflects management's estimate based on currently available information. Estimates are subject to change. Accordingly, you should not place undue reliance upon this preliminary information.

    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 financial advisors associated with WADDELL & REED, INC.), and our institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships). For more information, visit ir.waddell.com.

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