Contact Information

Contact Information

Waddell & Reed Financial, Inc.,
6300 Lamar Avenue
Overland Park, KS 66202
Investor Relations Contact
Mr. Michael Daley
VP, Investor Relations
(913) 236-1795

Mutual Fund Shareholders
please call:
1-888-WADDELL (923-3355).
Transfer Agent
Shareholder Correspondence should be mailed to:
P.O. Box 505000
Louisville, KY 40233

Overnight correspondence should be sent to:
462 South 4th Street, Suite 1600
Louisville, KY 40202

Toll Free (877) 373-6374
International (781) 575-2879

Significant Event On December 2, 2020, Waddell & Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited’s U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed April 30, 2021. Post close, US mutual funds managed by Ivy will be directly managed by other Macquarie entities, however, Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (MIM), a member of Macquarie Group, refers to certain companies comprising the asset management division of Macquarie Group Limited and its subsidiaries and affiliates worldwide. Institutional investment management is provided by Macquarie Investment Management Advisers (MIMA), a series of MIMBT. MIMBT is a US registered investment advisor and may not be able to provide investment advisory services to certain clients in certain jurisdictions.

IVY INVESTMENTS refers to the investment management and investment advisory services offered by MIMBT through its various series. 

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

©2021 Macquarie Group Limited.