WADDELL & REED Overview
Waddell & Reed Financial Inc is an investment advisor that manages 17.1 BN dollars in regulatory AUM and has 2000 employees, of which 2000 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 45BN in positions, representing 263% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 45BN in positions, representing 263% of the manager's regulatory AUM.
WADDELL & REED StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WADDELL & REED Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.64% | Tech | -4.92% | 0.41% | 1 | 41% | ||
| AAPL | 3.16% | Tech | -24.52% | -0.37% | 0 | 42% | ||
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FEATURED IN
WADDELL & REED Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Henry John Herrmann | Director | May-1993 |
| Thomas William Butch | Chairman Of The Board, Chief Executive Officer, Director | March-2005 |
| Mark Patrick Buyle | Senior Vice President, Associate General Counsel | March-2000 |
| Steven Eugene Anderson | Senior Executive Vice President, National Sales Manager | March-2005 |
| Brent Kyle Bloss | Senior Vice President, Treasurer, Director | April-2014 |
| Karen Forslund Lare | Senior Vice President | May-2010 |
| Melissa Ann Clouse | Vice President - Controller, Principal Accounting Officer, Principal Financial Officer | April-2014 |
| Kenneth Michael Cherrier | Senior Vice President And Chief Supervisory Officer | February-2013 |
| Derek David Burke | President | July-2014 |
| Shawn Michael Mihal | Chief Regulatory Officer, Chief Compliance Officer, Senior Vice President | April-2015 |
WADDELL & REED Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WADDELL & REED Investment Strategy
WADDELL & REED Portfolio Concentration
WADDELL & REED Location
6300 LAMAR AVENUE
OVERLAND PARK, Kansas
UNITED STATES, 66202-4200
OVERLAND PARK, Kansas
UNITED STATES, 66202-4200
WADDELL & REED Contact Information
Phone Number: 913-236-2000
Fax Number: 913-236-3512
Website: null
Fax Number: 913-236-3512
Website: null
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