CSIMarket

Waddell and Reed Financial Inc  (WDR)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 
Price: $0.0000 $0.00 %
Day's High: 0.00 Week Perf:
Day's Low: $ 0.00 30 Day Perf:
Volume (M): 0 52 Wk High: $ 0.00
Volume (M$): $ 0 52 Wk Avg: $0.00
Open: $0.00 52 Wk Low: $0.00



 Market Capitalization (Millions $) -
 Shares Outstanding (Millions) 62
 Employees 1,691
 Revenues (TTM) (Millions $) 1,081
 Net Income (TTM) (Millions $) 54
 Cash Flow (TTM) (Millions $) 43
 Capital Exp. (TTM) (Millions $) 5

Waddell And Reed Financial Inc

Waddell & Reed Financial, Inc. is a corporation, incorporated in the state of Delaware in 1981, that conducts business through its subsidiaries. Founded in 1937, we are one of the oldest mutual fund complexes in the United States, having introduced the Waddell & Reed Advisors group of mutual funds (the "Advisors Funds") in 1940. Over time we added additional mutual fund families: Ivy Funds (the "Ivy Funds"), Ivy Funds Variable Insurance Portfolios ("Ivy Funds VIP"), InvestEd Portfolios, our 529 college savings plan ("InvestEd") (collectively, the Advisors Funds, Ivy Funds, Ivy Funds VIP and InvestEd are referred to as the "Funds") and the Ivy Global Investors Fund SICAV (the "SICAV") and its Ivy Global Investors sub-funds (the "IGI Funds"), an undertaking for the collective investment in transferable securities ("UCITS").

We derive our revenues from providing investment management, investment advisory, investment product underwriting and distribution, and shareholder services administration to the Funds, the IGI Funds and institutional and separately managed accounts. Investment management fees are based on the amount of average assets under management and are affected by sales levels, financial market conditions, redemptions and the composition of assets. Our underwriting and distribution revenues consist of Rule 12b-1 asset-based service and distribution fees, fees earned on fee-based asset allocation products and related advisory services, commissions derived from sales of investment and insurance products, and distribution fees on certain variable products. The products sold have various commission structures and the revenues received from those sales vary based on the type and dollar amount sold. Shareholder service fee revenue includes transfer agency fees, custodian fees from retirement plan accounts, and portfolio accounting and administration fees, and is earned based on assets under management or number of client accounts.

We operate our business through a balanced distribution network. Our retail products are distributed through third parties such as other broker/dealers, registered investment advisors and various retirement platforms (collectively, the "Wholesale channel") or through our sales force of independent financial advisors (the "Advisors channel"). We also market our investment advisory services to institutional investors, either directly or through consultants (the "Institutional channel").

Our Wholesale channel efforts include retail fund distribution through broker/dealers (the primary method of distributing mutual funds for the industry), registered investment advisors (fee-based financial advisors who generally sell mutual funds through financial supermarkets) and retirement and insurance platforms.

In the Advisors channel, our sales force focuses its efforts primarily on financial planning, serving mostly middle class and mass affluent clients. We compete with smaller broker/dealers and independent financial advisors, as well as a span of other financial service providers.

We operate our investment advisory business through our subsidiary companies, primarily Waddell & Reed Investment Management Company ("WRIMCO"), a registered investment adviser for the Advisors Funds, the Ivy Funds VIP and InvestEd, and Ivy Investment Management Company ("IICO"), the registered investment adviser for the Ivy Funds and the IGI Funds and global distributor of the IGI Funds.

Our underwriting and distribution business operates through two broker/dealers: Waddell & Reed, Inc. ("W&R") and Ivy Funds Distributor, Inc. ("IFDI"). W&R is a registered broker/dealer and investment adviser that acts primarily as the national distributor and underwriter for shares of the Advisors Funds, Ivy Funds VIP, InvestEd and other mutual funds, and as a distributor of variable annuities and other insurance products issued by our business partners. In addition, W&R is the sixth largest distributor of the Ivy Funds. IFDI is the distributor and underwriter for the Ivy Funds.

Waddell & Reed Services Company ("WRSCO") provides transfer agency and accounting services to the Funds.



   Company Address: 6300 Lamar Avenue Overland Park 66202 KS
   Company Phone Number: 236-2000   Stock Exchange / Ticker: NYSE WDR
   


Customers Net Income grew by WDR's Customers Net Profit Margin grew to

107.77 %

20.21 %

• Customers Performance • Customers Expend. • Customers Efficiency • List of Customers


   

Stock Performances by Major Competitors

Year to Date Decrease / Increase
     
BK   -31.35%    
BLK   -35.14%    
GS   -23.62%    
MS   -18.64%    
SNEX        27.4% 
TROW   -44.84%    
AIG   -13.28%    
BAC   -31.29%    
C   -29.86%    
JPM   -32.5%    
• View Complete Report
   



China Health Industries Holdings Inc.

Losses Widen but Revenues Unchanged at China Health Industries Holdings Inc in the fourth quarter of 2022

In the fourth quarter of 2022 China Health Industries Holdings Inc increased losses of $-0.01 per share compared to $-0.00 a year ago and from $-0.00 per share from the previous quarter.

If Bancorp Inc.

If Bancorp Inc announced fourth quarter of 2022 earnings season operating surplus of $1.384 millions

If Bancorp Inc had fourth quarter of 2022 earnings season Revenue increase of 4.85% to $6.23 millions from $5.94 millions from the same quarter a year ago, company grew eps by 0.96 % to $0.32, from $0.32 in the prior year quarter.

Jrsis Health Care Corporation.

Jrsis Health Care Corporation disclosed a same Sales like a year ago in the second quarter of 2022 earnings season

In the second quarter of 2022 earnings season Jrsis Health Care Corporation slipped into loss of $-0.82 per share compared to $0.04 a year ago and eps fell from $0.10 per share from the previous quarter.

Techprecision Corporation

Deficit Bigger Than a Year Ago by Techprecision Corporation in the fiscal first quarter of 2022 report

Techprecision Corporation announced very strong Sales growth of 107.38% year on year to $7.08 millions in the fiscal first quarter of 2022, but loss increased at $-0.01.

Rezolute Inc.

Redemption of Losses by Rezolute Inc in the fourth quarter of 2022 release

In the fourth quarter of 2022 Rezolute Inc decreased loss of $-0.26 per share compared to $-0.77 a year ago and improved from $-0.65 per share from the previous quarter.






 

Waddell And Reed Financial Inc's Segments
 
 
• View Complete Report


       
Economy


Advance Monthly Sales

Consumer Price Index CPI

Producer Price Index PPI

Retail Inventories

Personal Income

Gross Domestic Product GDP

Money Supply

Industrial Production

Productivity

Employment Situation

US International Trade

Factory Orders

Durable Goods

Construction Spending

Housing Starts

Vehicle Unit Sales

Stocks


Event Calendar

FIP's Profile

Stock Price

FIP's Financials

Business Description

Fundamentals

Charts & Quotes

FIP's News

Suppliers

FIP's Competitors

Customers & Markets

Economic Indicators

FIP's Growth

Company Segments

Screening


Stock Performance

Growth Rates

Profitability

Valuation

Dividend

Financial Strength

Efficiency

Largest Companies

Management Effectivness

Industries


At a Glance

Performance

Growth Rates

Profitability

Valuation

Financial Strength

Markets


At a Glance

Stocks

Cryptocurrencies

Sectors & Industries

Commodities

Currencies

Help


Sitemap

Advertise

About us

Glossary


Financial Terms

Technical Analysis

Fundamental Analysis

Energy Terms

Manufacturing Terms

Transportation Terms

Health Care

Insurance Terms

Economy Terms

Hotel & Leisure Terms

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.    Copyright © 2022 CSIMarket, Inc. All rights reserved. This site uses cookies to make your browsing experince better. By using this site, you agree to the Terms of Service and Privacy Policy - UPDATED (Read about our Privacy Policy)

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com
CSIMarket.com 1500 N. University Drive, Coral Springs, FL 33071