Waddell & Reed Financial Inc. | Mutual Funds
Mutual Funds that own Waddell & Reed Financial Inc.
iShares Core S&P Small Cap ETF
4,567,951
5.73%
1,293
0.19%
09/06/2018
Fidelity Low Priced Stock Fund
2,475,575
3.1%
-29,236
0.14%
04/30/2018
Vanguard Total Stock Market Index Fund
1,988,638
2.49%
2,070
0.01%
07/31/2018
Vanguard Small Cap Index Fund
1,959,063
2.46%
22,754
0.04%
07/31/2018
American Funds Small Cap World Fund
1,850,000
2.31%
0
0.1%
06/30/2018
Invesco Dividend Income Fund
1,761,384
2.21%
0
1.99%
06/29/2018
iShares Russell 2000 ETF
1,726,501
2.17%
-921
0.07%
09/06/2018
Undiscovered Managers Behavioral Value Fund
1,441,280
1.81%
-16,900
0.44%
07/31/2018
iShares S&P Small Cap 600 Value ETF
1,313,665
1.65%
1,606
0.37%
09/06/2018
Government Pension Fund - Global (The)
1,279,575
1.6%
486,248
0%
12/31/2017
| Address |
6300 Lamar Avenue
Overland Park Kansas 66202
United States
|
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Employees
|
- |
| Website |
http://www.waddell.com |
| Updated |
07/08/2019 |
| Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Advisors channel, Wholesale channel and Institutional channel. The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients. |
