Menu

Information Request

This page is designed for people who own, have questions or seek additional information about the common stock of Waddell & Reed Financial, Inc. (NYSE: WDR).


If you have questions or seek additional information about our mutual funds or any of our other products, please use the Contact Us button on top of the company's home page, which will expedite your request.

Information Request

Primary IR Contact
Mr. Michael Daley
VP, Investor Relations
E-mail: mdaley1@waddell.com
First Name *
 
Last Name *
 
Email *
 
Title
Institution
Address1 *
 
Address2
City *
 
State *
 
Zip Code *
 
Country
Fax
Questions and Comments
 
Enter the code shown above.
 
Required Field
Copyright , © Powered By Q4 Inc.

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.