Menu

Waddell & Reed Financial, Inc. (NYSE: WDR) became a publicly traded company in 1998. The firm has grown, across 80 years, from a company originally founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937.

Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and internationally. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios and InvestEd Portfolios, while Ivy Investment Management Company serves as investment advisor to Ivy Funds and investment advisor and global distributor to the Ivy Global Investors Fund SICAV, an umbrella UCITS fund range domiciled in Luxembourg. Waddell & Reed, Inc. serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios and InvestEd Portfolios, while Ivy Distributors, Inc. serves as principal underwriter and distributor to Ivy Funds.

Waddell & Reed’s businesses provide proven, professional investment management and financial planning services to individuals and institutional investors in the United States and globally. We go to market under two primary brands.



Ivy Distributors, Inc.

A global organization recognized for inventive, actively-managed investing strategies that help investors meet long-term goals, Ivy Investment Management Company’s time-tested investment process is built from an authentic and demanding culture – one that values preparedness, collaboration and accountability. These values extend from a broad internal investing capability, which reaches all major asset classes, to a range of strategic partners. We distribute products in wholesale, institutional and offshore channels under the Ivy Investments umbrella.




Waddell & Reed, Inc.

Our national network of more than 1,800 financial advisors provides comprehensive, personal financial planning services to clients across the United States. As more middle-income and mass affluent individuals and families realize the importance of planning for their financial futures, the demand for professional financial advice has grown markedly. Our advisors specialize in developing personal financial plans and investment strategies for retirement, education, insurance and estate planning needs.

Performance Ratios (%) WDR Peer Median Peer Average
ROAA 10.35 NA NA
ROAE 17.74 NA NA
Return on Avg. AUM 0.17 NA NA
Asset Growth (9.57) NA NA
Net Income Growth (39.59) NA NA
Assets Managed Growth (22.87) NA NA
EPS Growth (39.46) NA NA
Balance Sheet Ratios (%)
Total Equity / Total Assets 60.02 NA NA
Tangible Equity / Tangible Assets 55.29 NA NA
Debt / Equity (x) 0.22 NA NA
Cash & Investments / Assets 60.72 NA NA
Clearing Fees & Commissions / Revenue NA NA NA
Income Statement Ratios (%)
Clearing Fees & Commissions / Revenue NA NA NA
Investment Bank Fees / Total Revenue 0.00 NA NA
Total Asset Mgmt Fees / Total Revenue 55.20 NA NA
Portfolio Revenue / Total Revenue NA NA NA
Net Income / Total Revenue 12.09 NA NA
EBITDA / Pre-Tax Income (x) 1.13 NA NA
Market Performance
Price / Book (%) 163.77 NA NA
Price / Earnings (x) 9.34 NA NA
Dividend Yield (%) 11.06 NA NA
Data for trailing four quarters

Waddell & Reed Financial, Inc.'s peer group consists of the following:

Waddell & Reed Financial, Inc.'s financial data is as of 12/31/2016.

Peer financial data is as of 12/31/2016
Copyright 2017, © S&P Global Market Intelligence  Terms of Use