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 09/30/16. The fund's latest filing disclosed 48BN in positions, representing 281% of the manager's regulatory AUM.

WADDELL & REED StockAlpha

-4.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WADDELL & REED Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.61% Tech 3.56% 0.16% 1 36%
FB 1.73% Tech -10.03% -0.13% 0 37%
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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

WADDELL & REED Contact Information

Phone Number: 913-236-2000
Fax Number: 913-236-3512
Website:

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