Waddell & Reed Financial, Inc. Class A (WDR)

FINANCE: CONSUMER FINANCE
SIC: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES

6300 LAMAR AVE OVERLAND PARK, KS 66202-4200

Waddell & Reed Financial is a holding company. Co. provides investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds and institutional and separately managed accounts.Co. provides investment advisory and management services pursuant to investment management agreements with each fund within the Advisors Funds family, the Ivy Funds family, the Ivy Funds VIP family, and InvestEd. Co. also acts as an investment adviser for institutional and other private investors and provides subadvisory services to other investment companies. As of Dec 31 2012, Co. had $96.37 billion in assets under management.

Data as of 2020-08-09
Market Cap999.611 Million Shares Outstanding65.164 Million Avg 30-day Volume951.889 Thousand
P/E Ratio11.0 Dividend Yield6.519 EPS1.4
Price/Sales0.957 Price cash flow ratio6.2 Price free cash flow ratio10.8
Book Value11.77 Price to Tangible Book1.61 Alpha-0.02
Short Interest Ratio19.6 % Short Interest to Float32.8 R-squared0.346592
BETA1.48785 52-week High/Low18.33 / 9.8701 Stddev0.106274
View SEC Filings from WDR instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 0 0 (0.0%)
13F Filers holding this stock: 210 61 (3.99%)
Aggregate 13F shares on 03/31/2020: 70.198 Million 31.64 Million
Aggregate 13F shares on 12/31/2019: 77.108 Million 31.433 Million
Percent change: -8.96% 0.66%
Funds creating new positions: 25 13
Funds Adding to an existing position: 65 16
Funds closing out their position: 34 13
Funds reducing their position: 84 27
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding WDR (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WDR BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

ANDRADE KATHIE J.

  • Director
1,013 2020-08-08 1

KLINE KATHERINE M. A.

  • Director
26,172 2020-07-27 2

GASAWAY SHARILYN S

  • Director
288,364 2020-07-01 1

HANSON DANIEL P SVP & CIO

  • Officer
388,583 2020-06-10 2

WEAVER CONSTANCE K

  • Director
3,016 2020-06-04 2

BUYLE MARK P. SVP, GC, CLO AND SECRETARY

  • Officer
92,925 2020-04-02 4

MIHAL SHAWN M. SVP - WEALTH MANAGEMENT

  • Officer
95,102 2020-04-02 4

SCUPHAM AMY J. SVP - DISTRIBUTION

  • Officer
78,583 2020-04-02 4

HILLS WENDY J EVP, CLO, GC & SECRETARY

  • Officer
5,171 2020-03-13 0

JESSEE JAMES A.

  • Director
2,500 2020-03-11 1

SANDERS PHILIP JAMES CEO

  • Officer
  • Director
805,325 2020-03-10 2

BLOSS BRENT K PRESIDENT

  • Officer
401,236 2020-03-10 2

CLOUSE BENJAMIN R SVP & CFO

  • Officer
119,566 2020-03-10 2

RACKERS CHRISTOPHER W. SVP AND CAO

  • Officer
65,254 2020-03-10 3

DALEY MICHAEL JOHN VP - CHIEF ACCT OFF,IR & TREAS

  • Officer
8,529 2020-03-10 2

GODLASKY THOMAS C

  • Director
58,026 2020-01-02 1

LOGUE DENNIS E

  • Director
76,956 2020-01-02 1

KOSLOFF ALAN W

  • Director
49,501 2020-01-02 1

MORRISSEY MICHAEL F

  • Director
52,187 2020-01-02 1

WALTON JERRY W

  • Director
76,831 2020-01-02 2

RAINES JAMES M

  • Director
23,492 2019-02-15 0

HERRMANN HENRY J

  • Director
  • CHAIRMAN OF THE BOARD
1,051,831 2017-12-31 0

BUTCH THOMAS W EVP & CHIEF MARKETING OFFICER

  • Officer
No longer subject to file 2017-12-31 0

SUNDEEN JOHN E JR SVP & CAO - INVESTMENTS

  • Officer
304,672 2017-12-31 0

AVERY MICHAEL L

  • SEE EXPLANATION BELOW.
No longer subject to file 2016-06-30 0

STROHM MICHAEL D SVP & CHIEF OPERATIONS OFFICER

  • Officer
No longer subject to file 2015-05-15 0

CLOUSE MELISSA A VP, CONTROLLER & PAO

  • Officer
No longer subject to file 2015-04-02 0

SCHULTE DANIEL C

  • SEE EXPLANATION BELOW.
No longer subject to file 2014-02-04 0

REIMER RONALD C

  • Director
62,389 2014-01-06 0

CONNEALY DANIEL P SVP AND CFO

  • Officer
291,744 2013-12-31 0

SCHIEBER MARK A

  • SEE EXPLANATION BELOW.
No longer subject to file 2011-12-31 0

ROGERS WILLIAM L

  • Director
72,263 2010-12-01 0

WILLIAMS ROBERT J JR SVP - PUBLIC AFFAIRS

  • Officer
No longer subject to file 2008-12-23 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5
No current insider transactions
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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