Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).
Company profile
Ticker
WDR
Exchange
Website
CEO
Philip Sanders
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Waddell & Reed Financial Services, Inc. • Waddell & Reed, Inc. • Waddell & Reed Services Company • Ivy Investment Management Company • Ivy Distributors, Inc. • W & R Corporate LLC • W & R Insurance Agency, Inc. • Unicon Agency, Inc. • Fiduciary Trust Company ...
IRS number
510261715
WDR stock data
Latest filings (excl ownership)
15-12B
Securities registration termination
13 May 21
S-8 POS
Registration of securities for employees (post-effective amendment)
3 May 21
S-8 POS
Registration of securities for employees (post-effective amendment)
3 May 21
S-8 POS
Registration of securities for employees (post-effective amendment)
3 May 21
S-8 POS
Registration of securities for employees (post-effective amendment)
3 May 21
25-NSE
Exchange delisting
3 May 21
8-K
Termination of a Material Definitive Agreement
30 Apr 21
10-Q
2021 Q1
Quarterly report
29 Apr 21
10-K/A
2020 FY
Annual report (amended)
29 Apr 21
8-K
Other Events
21 Apr 21
Transcripts
WDR
Earnings call transcript
2020 Q3
27 Oct 20
WDR
Earnings call transcript
2020 Q2
28 Jul 20
WDR
Earnings call transcript
2020 Q1
28 Apr 20
WDR
Earnings call transcript
2019 Q4
4 Feb 20
WDR
Earnings call transcript
2019 Q3
29 Oct 19
WDR
Earnings call transcript
2019 Q2
30 Jul 19
WDR
Earnings call transcript
2019 Q1
30 Apr 19
WDR
Earnings call transcript
2018 Q4
5 Feb 19
WDR
Earnings call transcript
2018 Q3
30 Oct 18
WDR
Earnings call transcript
2018 Q2
31 Jul 18
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 May 21
4
JERRY W WALTON
30 Apr 21
4
Amy J. Scupham
30 Apr 21
4
Philip James Sanders
30 Apr 21
4
Christopher W. Rackers
30 Apr 21
4
MICHAEL F MORRISSEY
30 Apr 21
4
Shawn M. Mihal
30 Apr 21
4
DENNIS E LOGUE
30 Apr 21
4
Katherine M. A. Kline
30 Apr 21
4
James A. Jessee
30 Apr 21
Financial summary
Quarter (USD) | Mar 21 | Dec 20 | Sep 20 | Jun 20 | |
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Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 20 | Dec 19 | Dec 18 | Dec 17 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 256.32 mm | 256.32 mm | 256.32 mm | 256.32 mm | 256.32 mm | 256.32 mm |
Cash burn (monthly) | 27.01 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 996.09 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | -739.77 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | -27.4 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2023
13F holders | Current |
---|---|
Total holders | 0 |
Opened positions | 0 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 0.00 |
Total shares | 0.00 |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
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