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

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

6300 LAMAR AVE OVERLAND PARK, KS 66202-4200

Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTSĀ® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).

Data as of 2021-05-01 09:53:45 -0400
Market Cap1.549 Billion Shares Outstanding62.025 Million Avg 30-day Volume635.359 Thousand
P/E Ratio21.99042 Dividend Yield3.938 EPS1.08
Price/Sales1.48 Debt to Equity1.59 EBITDA121.846 Million
Price to Book Value2.14 Forward PE13.44 Enterprise Value1.375 Billion
Total Cash273.756 Million Current Debt396.547 Million Gross Profit1.049 Billion
BETA0.97852 52-week High/Low25.39 / 11.82 Next Earnings Date Price to Cash FLow (P/CF) -415.6174
Data provided by IEX Cloud
View SEC Filings from WDR instead.

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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

GODLASKY THOMAS C

  • Director
No longer subject to file 2021-04-30 2

GASAWAY SHARILYN S

  • Director
No longer subject to file 2021-04-30 2

WALTON JERRY W

  • Director
No longer subject to file 2021-04-30 2

BLOSS BRENT K PRESIDENT

  • Officer
No longer subject to file 2021-04-30 3

LOGUE DENNIS E

  • Director
No longer subject to file 2021-04-30 2

MORRISSEY MICHAEL F

  • Director
No longer subject to file 2021-04-30 2

SANDERS PHILIP JAMES CEO

  • Officer
  • Director
No longer subject to file 2021-04-30 3

CLOUSE BENJAMIN R SVP & CFO

  • Officer
No longer subject to file 2021-04-30 3

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

  • Officer
No longer subject to file 2021-04-30 4

BUYLE MARK P. SVP, GC, CLO AND SECRETARY

  • Officer
No longer subject to file 2021-04-30 4

KLINE KATHERINE M. A.

  • Director
No longer subject to file 2021-04-30 2

MIHAL SHAWN M. SVP - WEALTH MANAGEMENT

  • Officer
No longer subject to file 2021-04-30 4

SCUPHAM AMY J. SVP - DISTRIBUTION

  • Officer
No longer subject to file 2021-04-30 4

RACKERS CHRISTOPHER W. SVP AND CPBO

  • Officer
No longer subject to file 2021-04-30 4

ANDRADE KATHIE J.

  • Director
No longer subject to file 2021-04-30 2

JESSEE JAMES A.

  • Director
No longer subject to file 2021-04-30 2

HANSON DANIEL P SVP & CIO

  • Officer
No longer subject to file 2021-04-30 2

WEAVER CONSTANCE K

  • Director
0 2020-02-21 0

KOSLOFF ALAN W

  • Director
49,501 2020-01-02 0

RAINES JAMES M

  • Director
23,492 2019-02-15 0

HILLS WENDY J EVP, GC, CHIEF LEGAL OFF & SEC

  • Officer
171,074 2018-04-02 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

HERRMANN HENRY J

  • Director
  • CHAIRMAN OF THE BOARD
1,051,831 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 Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
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

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
WADDELL & REED FINANCIAL-A WDR 2021-04-30 22:15:03 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 21:45:03 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 21:15:03 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 20:45:03 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 20:15:05 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 19:45:03 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 19:15:03 UTC -0.3891 0.4391 3200000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 18:45:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 18:15:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 17:45:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 17:15:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 16:45:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 16:15:04 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 15:45:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 15:15:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 14:45:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 14:15:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 13:45:02 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 13:15:03 UTC -0.3581 0.4081 3300000
WADDELL & REED FINANCIAL-A WDR 2021-04-30 12:45:02 UTC -0.3581 0.4081 3300000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
TRANSAMERICA FUNDS- Transamerica Long/Short Strategy WDR -2407.0 shares, $-38463.86 2020-01-31 N-PORT
Advanced Series Trust- AST Neuberger Berman Long/Short Portfolio WDR -15000.0 shares, $-232650.0 2020-06-30 N-PORT

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