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Waddell and Reed Financial Inc (WDR) Quarterly Balance Sheets

Quarterly · GAAP · USD millions
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Balance sheet performance over multiple periods helps investors evaluate the financial resilience of Waddell and Reed Financial Inc.
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Quarterly Report, GAAP in USD millions
ITEM 		(Mar 31 2021)
(Dec 31 2020) (Sep 30 2020) (Jun 30 2020) (Mar 31 2020)
Assets
Cash & cash equivalent193.86
Marketable Securities, Current SH452.06
Receivables From Funds And Separate Accounts14.00
Receivables From Customers And Other Receivables46.15
Property Plant And Equipment And Finance Lease Right Of Use Asset After Accumulated Depreciation And Amortization19.07
Other Current Assets122.61
Prepaid Expense And Other Assets Current31.34
Equipment/Property/Plant Net0.00
Intangibles145.87
Long-term investments0.00
Other Assets62.45
Deferred Income Tax Assets Net22.09
Total Assets1,008.19
Liabilities
Deposits17.78
Trading Liabilities, Payables42.62
Notes Payable, Current NO0.00
Other Liabilities212.46
Pension and Other Postretirement Defined Benefit Plans, Liabilities, Noncurrent PE0.45
Other liabilities, Noncurrent25.51
Accrued Compensation84.75
Total Liabilities298.82
Stockholders' Equity
Treasury Stock Common Value-837.10
Common Stock Value1.00
Additional Paid In Capital Common Stock309.29
Retained Earnings / Accumulated Deficit1,234.15
Other Equity2.03
Common Stockholder's Equity709.37
Non-controlling interests & other0.00
Total Stockholder's Equity709.37
Liabilities & Stockholder's Equity1,008.19
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About WDR Quarterly 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-Q 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-Q
  • 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.