Waddell & Reed Financial (WDR)

Waddell & Reed Financial Inc (WDR) Q3 2020 Earnings Call Transcript
Oct. 27, 2020 | Price: Free! | Source: Motley Fool

Waddell & Reed Financial, Inc. (WDR) CEO Philip Sanders on Q3 2020 Results - Earnings Call Transcri
Oct. 27, 2020 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc (WDR) Q2 2020 Earnings Call Transcript
July 28, 2020 | Price: Free! | Source: Motley Fool

Waddell & Reed Financial, Inc. (WDR) CEO Philip Sanders on Q2 2020 Results - Earnings Call Transcri
July 28, 2020 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. (WDR) CEO Philip Sanders on Q1 2020 Results - Earnings Call Transcri
April 28, 2020 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. (WDR) CEO Phil Sanders on Q4 2019 Results - Earnings Call Transcript
Feb. 4, 2020 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc (WDR) Q4 2019 Earnings Call Transcript
Feb. 4, 2020 | Price: Free! | Source: Motley Fool

Waddell & Reed Financial Inc (WDR) Q3 2019 Earnings Call Transcript
Oct. 29, 2019 | Price: Free! | Source: Motley Fool

Waddell & Reed Financial, Inc. (WDR) CEO Phil Sanders on Q3 2019 Results - Earnings Call Transcript
Oct. 29, 2019 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. (WDR) CEO Philip Sanders on Q2 2019 Results - Earnings Call Transcri
July 30, 2019 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc (WDR) Q2 2019 Earnings Call Transcript
July 30, 2019 | Price: Free! | Source: Motley Fool

Waddell & Reed Financial Inc. (WDR) CEO Phil Sanders on Q1 2019 Results - Earnings Call Transcript
April 30, 2019 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc. (WDR) CEO Phil Sanders on Q4 2018 Results - Earnings Call Transcript
Feb. 5, 2019 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q3 2018 Results - Earnings Call Transcript
Oct. 30, 2018 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q1 2018 Results - Earnings Call Transcript
May 1, 2018 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Phil Sanders on Q4 2017 Results - Earnings Call Transcript
Jan. 30, 2018 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Phil Sanders on Q3 2017 Results - Earnings Call Transcript
Oct. 24, 2017 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q2 2017 Results - Earnings Call Transcript
Aug. 1, 2017 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q1 2017 Results - Earnings Call Transcript
May 2, 2017 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Phil Sanders on Q4 2016 Results - Earnings Call Transcript
Jan. 31, 2017 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q3 2016 Results - Earnings Call Transcript
Oct. 25, 2016 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Henry John Herrmann on Q2 2016 Results - Earnings Call Transcript
July 26, 2016 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q1 2016 Results - Earnings Call Webcast
April 26, 2016 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Henry John Herrmann on Q1 2016 Results - Earnings Call Transcript
April 26, 2016 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q4 2015 Results - Earnings Call Webcast
Feb. 2, 2016 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Henry John Herrmann on Q4 2015 Results - Earnings Call Transcript
Feb. 2, 2016 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q3 2015 Results - Earnings Call Webcast
Oct. 27, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Henry John Herrmann on Q3 2015 Results - Earnings Call Transcript
Oct. 27, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Henry John Herrmann on Q2 2015 Results - Earnings Call Transcript
July 28, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Hank Herrmann on Q1 2015 Results - Earnings Call Transcript
April 28, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q1 2015 Results - Earnings Call Webcast
April 28, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial (WDR) Q4 2014 Results - Earnings Call Webcast
Feb. 3, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Henry Herrmann on Q4 2014 Results - Earnings Call Transcript
Feb. 3, 2015 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Thomas Butch on Q3 2014 Results - Earnings Call Transcript
Oct. 28, 2014 | Price: Free! | Source: Seeking Alpha

Q2 2014 Waddell & Reed Financia Earnings Conference Call (Webcast)
July 29, 2014 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's (WDR) CEO Thomas Butch on Q2 2014 Results - Earnings Call Transcript
July 29, 2014 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's CEO Discusses Q1 2014 Results - Earnings Call Transcript
April 29, 2014 | Price: Free! | Source: Seeking Alpha

Q4 2013 Waddell & Reed Financia Earnings Conference call (Webcast)
Feb. 4, 2014 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial's CEO Discusses Q4 2013 Results - Earnings Call Transcript
Feb. 4, 2014 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. at Bank of America Merrill Lynch Banking & Financial Services Confer
Nov. 13, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial, Inc. Q3 2013 Earnings Conference Call Transcript
Oct. 29, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial Inc Discusses Q3 2013 Results (Webcast)
Oct. 29, 2013 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Management Discusses Q3 2013 Results - Earnings Call Transcript
Oct. 29, 2013 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. at Barclays Capital Global Financials Conference Transcript
Sept. 10, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial Management Discusses Q2 2013 Results - Earnings Call Transcript
July 30, 2013 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. Q2 2013 Earnings Conference Call Transcript
July 30, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial, Inc. at KBW Asset Management Conference Transcript
June 5, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial Management Discusses Q1 2013 Results - Earnings Call Transcript
April 23, 2013 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. Q1 2013 Earnings Conference Call Transcript
April 23, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial Inc. Presents at Citigroup US Financial Services Conference, Mar-06-2013 0
March 6, 2013 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. at Citi US Financial Services Conference Transcript
March 6, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial, Inc. Q4 2012 Earnings Conference Call Transcript
Jan. 29, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial's CEO Discusses Q4 2012 Results - Earnings Transcript
Jan. 29, 2013 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. Q4 2012 Earnings Conference Call Transcript
Jan. 29, 2013 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial, Inc. at Bank of America Merrill Lynch Banking and Financial Services Conf
Nov. 14, 2012 | Price: $54.00 | Source: Thomson

Waddell & Reed Financial Management Discusses Q3 2012 Results - Earnings Call Transcript
Nov. 1, 2012 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. Q3 2012 Earnings Conference Call Transcript
Oct. 31, 2012 | Price: $106.00 | Source: Thomson

Waddell & Reed Financial, Inc. at Barclays Capital Global Financial Services Conference Transcript
Sept. 11, 2012 | Price: $54.00 | Source: Thomson

Waddell & Reed Financial Management Discusses Q2 2012 Results - Earnings Call Transcript
July 26, 2012 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc.(WDR) Q2 2012 Earnings Call Transcript
July 26, 2012 | Price: Free! | Source: Morningstar

Waddell & Reed Financial, Inc. Q2 2012 Earnings Conference Call Transcript
July 26, 2012 | Price: $54.00 | Source: Thomson

Waddell & Reed Financial, Inc. at Keefe, Bruyette & Woods Asset Management Conference Transcript
June 6, 2012 | Price: $54.00 | Source: Thomson

Waddell & Reed Financial, Inc. CEO Discusses Q1 2012 Earnings Call Transcript
April 30, 2012 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc.(WDR) Q1 2012 Earnings Call Transcript
April 30, 2012 | Price: Free! | Source: Morningstar

Waddell & Reed Financial's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Jan. 31, 2012 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc.(WDR) Q4 2011 Earnings Call Transcript
Jan. 31, 2012 | Price: Free! | Source: Morningstar

Waddell & Reed Financial, Inc.(WDR) Q3 2011 Earnings Call Transcript
Oct. 25, 2011 | Price: Free! | Source: Morningstar

Waddell & Reed Financial's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Oct. 25, 2011 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc.(WDR) Q2 2011 Earnings Call Transcript
July 26, 2011 | Price: Free! | Source: Morningstar

Waddell & Reed Financial's CEO Discusses Q2 2011 Results - Earnings Call Transcript
July 26, 2011 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc.(WDR) Q1 2011 Earnings Call Transcript
April 26, 2011 | Price: Free! | Source: Morningstar

Waddell & Reed Financial, Inc.(WDR) Q4 2010 Earnings Call Transcript
Jan. 31, 2011 | Price: Free! | Source: Morningstar

Waddell & Reed Financial, Inc.(WDR) Q3 2010 Earnings Call Transcript
Oct. 26, 2010 | Price: Free! | Source: Morningstar

Waddell & Reed Financial CEO Discusses Q3 2010 Results - Earnings Call Transcript
Oct. 26, 2010 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc. Q2 2010 Earnings Call Transcript
July 28, 2010 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc.(WDR) Q1 2010 Earnings Call Transcript
April 27, 2010 | Price: Free! | Source: Morningstar

Waddell & Reed Financial, Inc. Q1 2010 Earnings Call Transcript
April 27, 2010 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc. Q3 2009 Earnings Call Transcript
Oct. 27, 2009 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. Q1 2009 Earnings Call Transcript
April 28, 2009 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc. Q4 2008 Earnings Call Transcript
Jan. 27, 2009 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Q3 2008 Earnings Call Transcript
Oct. 28, 2008 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc. Q2 2008 Earnings Call Transcript
July 29, 2008 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Inc. Q1 2008 Earnings Call Transcript
April 22, 2008 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial, Inc. Q4 2007 Earnings Call Transcript
Jan. 29, 2008 | Price: Free! | Source: Seeking Alpha

Waddell & Reed Financial Q3 2007 Earnings Call Transcript
Oct. 23, 2007 | Price: Free! | Source: Seeking Alpha

Recent filings

Entry into a Material Definitive - Dec. 4, 2020

Waddell & Reed: Entry Into A Material Definitive Agreement - Dec. 4, 2020

Additional definitive proxy soliciting materials filed by non-management and Rule 14(a)(12) material - Dec. 3, 2020

Waddell & Reed: (Ii) Frequently Asked Questions (Faqs) For Ivy Investment Professionals; - Dec. 2, 2020

Waddell & Reed: Other Events - Dec. 2, 2020

Macquarie Group To Acquire Waddell & Reed Financial, Inc. For $1.7 Billion - Dec. 2, 2020

Quarterly report filed by institutional managers, Holdings - Nov. 13, 2020

Waddell & Reed Financial, Inc. Announces October 31, 2020 Assets Under Management - Nov. 12, 2020

Waddell & Reed Financial Just Filed Its Quarterly Report: The components of ba... - Oct. 30, 2020

Waddell & Reed Financial, Inc. Reports Third Quarter Results - Oct. 27, 2020

Entry into a Material Definitive - Oct. 21, 2020

Waddell & Reed Financial, Inc. Announces September 30, 2020 Assets Under Management - Oct. 13, 2020

Waddell & Reed Financial, Inc. Announces August 31, 2020 Assets Under Management - Sept. 11, 2020

Quarterly report filed by institutional managers, Holdings - Aug. 14, 2020

Waddell & Reed Financial, Inc. Announces July 31, 2020 Assets Under Management - Aug. 12, 2020

Waddell & Reed Financial Just Filed Its Quarterly Report: The components of ba... - July 31, 2020

Waddell & Reed Financial, Inc. Reports Second Quarter Results - July 28, 2020

DEPARTURE OF DIRECTORS OR CERTAIN - July 16, 2020

Waddell & Reed Financial, Inc. Announces June 30, 2020 Assets Under Management - July 13, 2020

Waddell & Reed Financial's SVP & CIO just disposed of 12,520 shares - June 12, 2020

Waddell & Reed Financial, Inc. Announces May 31, 2020 Assets Under Management - June 10, 2020

Waddell & Reed Financial, Inc. Announces April 30, 2020 Assets Under Management - May 12, 2020

Securities to be offered to employees in employee benefit plans - May 4, 2020

Waddell & Reed Financial Just Filed Its Quarterly Report: The components of ba... - May 1, 2020

just provided an update on share ownership of Waddell & Reed Financial - May 1, 2020

DEPARTURE OF DIRECTORS OR CERTAIN - April 30, 2020

Waddell & Reed Financial, Inc. Reports First Quarter Results - April 28, 2020

Waddell & Reed Financial, Inc. Announces March 31, 2020 Assets Under Management - April 9, 2020

SVP of Waddell & Reed Financial just disposed of 1,054 shares - April 6, 2020

Waddell & Reed Financial's SVP - Wealth Management just disposed of 768 shares - April 6, 2020

Waddell & Reed: Form, Schedule Or Registration Statement No Filing Party: Date Filed: Waddell & Reed Financial, Inc. - April 6, 2020

Waddell & Reed Financial's SVP - Distribution just disposed of 263 shares - April 6, 2020

VP - Chief Acct Off of Waddell & Reed Financial just picked up 4,673 shares - March 12, 2020

Waddell & Reed Financial's President just picked up 112,929 shares - March 12, 2020

Waddell & Reed Financial's SVP - Distribution just picked up 36,994 shares - March 12, 2020

Waddell & Reed Financial's CEO just picked up 206,387 shares - March 12, 2020

SVP of Waddell & Reed Financial just picked up 29,206 shares - March 12, 2020

Waddell & Reed Financial's SVP and CAO just picked up 33,100 shares - March 12, 2020

Waddell & Reed Financial's SVP & CFO just picked up 42,835 shares - March 12, 2020

Waddell & Reed Financial's SVP & CIO just picked up 122,664 shares - March 12, 2020

Waddell & Reed Financial's SVP - Wealth Management just picked up 40,888 shares - March 12, 2020

Waddell & Reed Financial, Inc. Announces February 29, 2020 Assets Under Management - March 11, 2020

Waddell & Reed Financial releases salary data. CEO sees compensation fall -56% - March 6, 2020

Waddell & Reed Financial director just picked up 6,794 shares - Feb. 25, 2020

Waddell & Reed Financial director just declared owning 0 shares of Waddell & Reed Financial - Feb. 25, 2020

Waddell & Reed Financial director just declared owning 0 shares of Waddell & Reed Financial - Feb. 25, 2020

Waddell & Reed Financial director just picked up 6,794 shares - Feb. 25, 2020

DEPARTURE OF DIRECTORS OR CERTAIN - Feb. 24, 2020

Waddell & Reed Financial Just Filed Its Annual Report: For the years ended ... - Feb. 21, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

Quarterly report filed by institutional managers, Holdings - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

just provided an update on share ownership of Waddell & Reed Financial - Feb. 14, 2020

Waddell & Reed Financial, Inc. Announces January 31, 2020 Assets Under Management - Feb. 12, 2020

The Vanguard Group just provided an update on share ownership of Waddell & Reed Financial - Feb. 12, 2020

Invesco Ltd. just provided an update on share ownership of Waddell & Reed Financial - Feb. 12, 2020

Statement of acquisition of beneficial ownership by individuals - Feb. 7, 2020

Waddell & Reed Financial, Inc. Reports Fourth Quarter Results - Feb. 4, 2020

Waddell & Reed Financial's SVP and Chief Admin Officer just disposed of 683 shares - Jan. 14, 2020

SVP of Waddell & Reed Financial just disposed of 1,050 shares - Jan. 14, 2020

Waddell & Reed Financial's SVP - Distribution just disposed of 839 shares - Jan. 14, 2020

VP - Chief Acct Off of Waddell & Reed Financial just disposed of 365 shares - Jan. 14, 2020

Waddell & Reed Financial's SVP - Wealth Management just disposed of 1,538 shares - Jan. 14, 2020

Waddell & Reed Financial, Inc. Announces December 31, 2019 Assets Under Management - Jan. 13, 2020

Waddell & Reed Financial director just picked up 2,502 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 7,504 shares - Jan. 3, 2020

Waddell & Reed Financial's CEO just disposed of 51,329 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 7,504 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 9,904 shares - Jan. 3, 2020

Waddell & Reed Financial's SVP - Distribution just disposed of 2,637 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 7,504 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 7,504 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 7,504 shares - Jan. 3, 2020

Waddell & Reed Financial director just picked up 7,504 shares - Jan. 3, 2020

Waddell & Reed Financial's EVP & COO just disposed of 25,220 shares - Jan. 3, 2020

SVP of Waddell & Reed Financial just disposed of 1,826 shares - Jan. 3, 2020

Waddell & Reed Financial's SVP & CFO just disposed of 6,635 shares - Jan. 3, 2020

Waddell & Reed Financial's SVP - Wealth Management just disposed of 2,637 shares - Jan. 3, 2020

Waddell & Reed Financial's SVP and CAO just disposed of 2,029 shares - Jan. 3, 2020

Waddell & Reed Financial, Inc. Announces November 30, 2019 Assets Under Management - Dec. 11, 2019

Quarterly report filed by institutional managers, Holdings - Nov. 14, 2019

Waddell & Reed Financial, Inc. Announces October 31, 2019 Assets Under Management - Nov. 12, 2019

Waddell & Reed Financial director just disposed of 9,500 shares - Nov. 7, 2019

Waddell & Reed Financial Just Filed Its Quarterly Report: The components of ba... - Nov. 1, 2019

Regulation FD - Nov. 1, 2019

Waddell & Reed Financial, Inc. Reports Third Quarter Results - Oct. 29, 2019

Waddell & Reed Financial, Inc. Announces September 30, 2019 Assets Under Management - Oct. 10, 2019

Waddell & Reed Financial, Inc. Announces August 31, 2019 Assets Under Management - Sept. 12, 2019

Securities to be offered to employees in employee benefit plans, post-effective amendments - Aug. 30, 2019

Securities to be offered to employees in employee benefit plans, post-effective amendments - Aug. 30, 2019

Securities to be offered to employees in employee benefit plans, post-effective amendments - Aug. 30, 2019

Waddell & Reed Financial, Inc. Announces July 31, 2019 Assets Under Management - Aug. 12, 2019

VP - CAO of Waddell & Reed Financial just declared owning 4,221 shares of Waddell & Reed Financial - Aug. 6, 2019

Waddell & Reed Financial Just Filed Its Quarterly Report: The components of ba... - Aug. 2, 2019

Waddell & Reed Financial, Inc. Reports Second Quarter Results - July 30, 2019

Sorry, no schedule available for this company

Owner Shares% of PortfolioAs Of
1. BlackRock Fund Advisors 11,133,514 N/A Sept. 30, 2016
2. BlackRock Institutional Trust Company, N.A. 2,594,788 N/A Dec. 31, 2016
3. MANAGED ACCOUNT ADVISORS LLC 680,433 N/A June 30, 2015
4. BlackRock Investment Management, LLC 664,571 N/A Dec. 31, 2016
5. MORGAN STANLEY 536,396 N/A Dec. 31, 2016
6. KAMES CAPITAL management Ltd 520,882 N/A Dec. 31, 2014
7. BlackRock Group LTD 218,201 N/A Sept. 30, 2016
8. Russell Frank Co/ 106,494 N/A Sept. 30, 2015
9. Analytic Investors, LLC 104,730 N/A June 30, 2016
10. BlackRock Inc. 89,402 N/A Sept. 30, 2016
11. STERNE AGEE GROUP, INC. 63,379 N/A March 31, 2015
12. NATIONAL PENN INVESTORS TRUST CO /PA 59,525 0.1 March 31, 2016
13. LOMBARDIA CAPITAL PARTNERS LLC 47,991 0.7 March 31, 2017
14. BlackRock Advisors LLC 42,896 N/A Sept. 30, 2016
15. GROUP ONE TRADING, L.P. 34,600 N/A Dec. 31, 2019
16. Argentus Capital Management, LLC 19,502 N/A Sept. 30, 2016
17. CAPSTONE ASSET MANAGEMENT CO 17,188 N/A June 30, 2017
18. VTL Associates, LLC 14,762 N/A Sept. 30, 2015
19. ROYAL BANK OF CANADA 8,364 N/A Sept. 30, 2016
20. CURIAN CAPITAL LLC 7,013 N/A Dec. 31, 2015
21. SEI TRUST CO 5,661 N/A Sept. 30, 2014
22. Stone Toro Investment Advisers, LP 4,465 N/A March 31, 2015
23. MetLife Securities, Inc 3,469 N/A Dec. 31, 2016
24. TradeLink Global Equity LLC 2,400 N/A Dec. 31, 2014
25. Li Winifred I 1,200 N/A Dec. 31, 2014
26. Shapiro Robert N 430 N/A Dec. 31, 2014
27. SIMPLEX TRADING, LLC 182 N/A Dec. 31, 2018
28. HUNTINGTON NATIONAL BANK 1 N/A June 30, 2020
SHAREHOLDER ALERT: WeissLaw LLP Investigates Waddell & Reed Financial, Inc. - Dec. 3, 2020

WADDEL & REED INVESTOR ALERT by The Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Waddell & Reed Financial, Inc. - WDR - Dec. 3, 2020

Waddell & Reed Merger Investigation: Halper Sadeh LLP Announces Investigation Into Whether the Sale of Waddell & Reed Financial, Inc. Is Fair to Shareholders; Investors Are Encouraged to Contact the Firm – WDR - Dec. 2, 2020

Macquarie Group to Acquire Waddell & Reed Financial, Inc. for $1.7 Billion - Dec. 2, 2020

Waddell & Reed Financial, Inc. Announces October 31, 2020 Assets Under Management - Nov. 11, 2020

Waddell & Reed Financial, Inc. Reports Third Quarter Results - Oct. 27, 2020

Waddell & Reed Financial, Inc. Provides Notice of Conference Call - Oct. 20, 2020

Waddell & Reed Financial, Inc. Announces September 30, 2020 Assets Under Management - Oct. 12, 2020

Waddell & Reed, Inc. Appoints Industry Veteran to Lead Advisor & Client Experience - Sept. 28, 2020

Waddell & Reed, Inc. Appoints Industry Veteran to Lead Advisor & Client Experience - Sept. 28, 2020

Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release - Sept. 15, 2020

Waddell & Reed Financial, Inc. Announces August 31, 2020 Assets Under Management - Sept. 11, 2020

Enhanced Ivy InvestEd 529 Plan Expands Number of Portfolios and Adds Investment Options - Sept. 1, 2020

Waddell & Reed Financial Appoints Meltzer as Chief Technology Officer - Aug. 17, 2020

Waddell & Reed Financial, Inc. Announces July 31, 2020 Assets Under Management - Aug. 12, 2020

Waddell & Reed Financial, Inc. Reports Second Quarter Results - July 28, 2020

Waddell & Reed Financial Expands Financial Literacy Program Partnership with Rock The Street, Wall Street - July 24, 2020

Waddell & Reed Financial, Inc. Provides Notice of Conference Call - July 21, 2020

Waddell & Reed Financial, Inc. Announces June 30, 2020 Assets Under Management - July 13, 2020

Waddell & Reed, Inc. Continues Strong Recruiting as Nine Experienced Advisors Affiliate - July 8, 2020

 


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