CSIMarket Company Name, Ticker, Industry, else..
 
Waddell and Reed Financial Inc  (NYSE: WDR)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial
 

WDR's Market share relative to its competitors, as of Q1 2021

As of Q1 2021 (Revenue in Millions of $)

Date modified: 2026-11-10T11:51:16+00:00




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.

COMPANY NAME REVENUES
12 Months Ending
Q1 2021		 MARKET SHARE
12 Months
Q1 2021		 MARKET SHARE
MRQ
Q1 2021		 MARKET SHARE
A Quarter Before
Q4 2020
Waddell and Reed Financial Inc 1,081.12 0.08% 0.09 % 0.08 %
Diamond Hill Investment Group Inc 177.64 0.01% 0.01% 0.01%
Voya Financial Inc 8,166.00 0.64% 0.59% 0.56%
Avantax Inc 309.64 0.02% 0.06% 0.05%
Stifel Financial Corp 6,691.85 0.52% 0.51% 0.46%
Kkr and co inc 21,309.16 1.66% 1.79% 1.19%
92 more competitors available

Sign in to see all competitors for Waddell and Reed Financial Inc.

Sign In Create Free Account



WDR's Market share relative to its competitors, as of Q1 2021 within the Investment Services Industry
As of Q1 2021



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2021		 MARKET SHARE
12 Months Ending
Q4 2020		 MARKET SHARE
MRQ
Q1 2021		 MARKET SHARE

Q4 2020
Waddell and Reed Financial Inc 0.24% 0.23% 0.27 % 0.19 %
Diamond Hill Investment Group Inc 0.04% 0.04% 0.04% 0.03%
Stifel Financial Corp 1.46% 1.42% 1.50% 1.15%
Kkr and co inc 4.64% 4.35% 5.24% 2.97%
Apollo Global Management Inc 7.82% 7.17% 10.22% 3.49%
Price T Rowe Group Inc 1.68% 1.64% 1.84% 1.31%
33 more companies available

Sign in to see all industry competitors for Waddell and Reed Financial Inc.

Sign In Create Free Account



WDR's Market share relative to its competitors, as of Q1 2021 within the Financial Sector
As of Q1 2021



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2021		 MARKET SHARE
12 Months Ending
Q4 2020		 MARKET SHARE
MRQ
Q1 2021		 MARKET SHARE

Q4 2020
Waddell and Reed Financial Inc 0.08% 0.09% 0.09 % 0.08 %
Diamond Hill Investment Group Inc 0.01% 0.01% 0.01% 0.01%
Voya Financial Inc 0.64% 0.67% 0.59% 0.56%
Avantax Inc 0.02% 0.02% 0.06% 0.05%
Stifel Financial Corp 0.52% 0.53% 0.51% 0.46%
Kkr and co inc 1.66% 1.61% 1.79% 1.19%
90 more companies available

Sign in to see all sector competitors for Waddell and Reed Financial Inc.

Sign In Create Free Account



Note: Market share is calculated based on total revenue. To get a more accurate picture of Waddell and Reed Financial Inc's market divisions, geographic dispersion, segments, products, and services, visit Waddell and Reed Financial Inc's Business Segment.

The list includes publicly traded companies only. More information about the sources of this report can be found here.



Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

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

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.

© 2026 CSIMarket.com — Proprietary financial dataset. All rights reserved. Redistribution or automated extraction prohibited.