CSI Market
Sign In | Register

Waddell and Reed Financial Inc (WDR) Annual Balance Sheets

Annual · GAAP · USD millions
Access WDR quarterly Balance Sheets →
Balance sheet performance over multiple periods helps investors evaluate the financial resilience of Waddell and Reed Financial Inc.
View historic periods: Download as CSV:
Download as CSV
Commercial Data Licensing & OEM
Annual commercial subscriptions for corporate use, internal BI systems, management reporting, AI integration, and client-facing platforms
API & Data Feeds
Programmatic access to normalized fundamentals & ratios.
Annual Report, GAAP in USD millions
ITEM 		(Dec 31 2020)
(Dec 31 2019) (Dec 31 2018) (Dec 31 2017) (Dec 31 2016)
Assets
Cash & cash equivalent273.76
Marketable Securities, Current SH486.77
Income Taxes Receivable, Current NO0.00
Receivables From Funds And Separate Accounts14.84
Receivables From Customers And Other Receivables68.47
Property Plant And Equipment And Finance Lease Right Of Use Asset After Accumulated Depreciation And Amortization21.90
Other Current Assets146.90
Prepaid Expense And Other Assets Current36.32
Equipment/Property/Plant Net0.00
Intangibles145.87
Long-term investments63.59
Deferred Tax Assets, Net, Noncurrent AS0.00
Other Assets0.63
Deferred Income Tax Assets Net19.20
Total Assets1,153.83
Liabilities
Deposits18.33
Trading Liabilities, Payables46.83
Notes Payable, Current NO95.00
Other Liabilities236.39
Long-term debt0.00
Pension and Other Postretirement Defined Benefit Plans, Liabilities, Noncurrent PE0.45
Other liabilities, Noncurrent29.08
Accrued Compensation101.75
Total Liabilities426.07
Stockholders' Equity
Treasury Stock Common Value-828.19
Common Stock Value1.00
Additional Paid In Capital Common Stock303.76
Retained Earnings / Accumulated Deficit1,248.30
Other Equity0.70
Common Stockholder's Equity725.56
Non-controlling interests & other0.00
Total Stockholder's Equity727.76
Liabilities & Stockholder's Equity1,153.83
4 historic quarters locked

Sign in to unlock the full Waddell and Reed Financial Inc balance sheet history.

Sign In Create Free Account

About WDR Annual Balance Sheet

What this statement shows

This page presents issuer-reported balance sheet data, detailing assets, liabilities, and stockholders equity as reported in SEC 10-K filings and standardized by CSIMarket. The balance sheet reflects the company's financial position at the end of each reporting period.

Source & verification

  • Form: 10-K
  • Filed with the SEC: n/a

Last updated

  • Page updated:
  • Data lineage: SEC filings - XBRL extraction - balance-sheet normalization in the CSIMarket.com financial database.

Balance sheet figures represent financial position at specific reporting dates and may be revised in subsequent filings.

Get the full CSIMarket dataset: Subscribe API License