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Last $50.21 USD
Change Today -0.03 / -0.06%
Volume 610.0K
WDR On Other Exchanges
As of 8:04 PM 04/24/15 All times are local (Market data is delayed by at least 15 minutes).
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Company Description

Contact Info

6300 Lamar Avenue

Overland Park, KS 66202

United States

Phone: 913-236-2000

Fax: 913-236-2010

Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds and institutional and separately managed accounts. The company operates its business through three distribution channels. Its 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 its sales force of independent financial advisors (the ‘Advisors channel’). The company also markets its investment advisory services to institutional investors, either directly or through consultants (the ‘Institutional channel’). The company’s 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 sell mutual funds through financial supermarkets), and retirement and insurance platforms. In the Advisors channel, its sales force focuses its efforts primarily on financial planning, serving primarily middle class and mass affluent clients. Through its Institutional channel, the company serves as sub-advisor for domestic and foreign distributors of investment products for pension funds, Taft-Hartley plans and endowments. The company operates its investment advisory business through its subsidiary companies, primarily Waddell & Reed Investment Management Company, a registered investment adviser; and Ivy Investment Management Company, the registered investment adviser for the Ivy Funds. The company’s underwriting and distribution business operates through two broker/dealers, such as Waddell & Reed, Inc. (W&R) and Ivy Funds Distributor, Inc. (IFDI). W&R is a registered broker/dealer and investment adviser that act primarily as the national distributor and underwriter for shares of the Advisors Funds (Waddell & Reed Advisors Group of Mutual Funds), other mutual funds and a distributor of variable annuities and other insurance products issued by its business partners. In addition, W&R is a distributor of the company’s Ivy Funds. IFDI is the distributor and underwriter for the Ivy Funds. Waddell & Reed Services Company provides transfer agency and accounting services to the Advisors Funds, Ivy Funds, Ivy Funds VIP (Ivy Funds Variable Insurance Portfolios), and InvestEd (InvestEd Portfolios, the company’s 529 college savings plan). Investment Management Operations The company’s investment advisory business 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 (collectively, the ‘Funds’). In addition to performing investment management services for the Funds, the company acts as an investment adviser for institutional and other private investors, and provides subadvisory services to other investment companies. Investment Management Products The company’s mutual fund families offer various investment options. It is the underwriter and distributor of 86 registered open-end mutual fund portfolios in the Advisors Funds, Ivy Funds, Ivy Funds VIP, and InvestEd. The Advisors Funds, variable products offering the Ivy Funds VIP, and InvestEd are offered primarily through the company’s financial advisors, in various circumstances, certain of these funds are also offered through the Wholesale channel. The Ivy Funds are offered through both its Wholesale channel and Advisors channel. The company also added two open-end mutual funds to its product line in 2013 to help investors and financial advisors pursue the opportunity of investment in real estate securities. It launched the Ivy Global Real Estate Fund and Ivy Global Risk-Managed Real Estate Fund, both subadvised by LaSalle Investment Management Securities. In 2013, the company launched various Ivy VIP Pathfinder funds (fund of funds with Ivy VIP Funds as the underlying funds), such as Moderate Managed Volatility, Moderately Aggressive Manag

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