Creative Planning
WDR

Creative Planning’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Creative Planning’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-34,317
Closed -$874K – 2782
2020
Q4 		$874K Sell
34,317
-9,238
-21% -$178K ﹤0.01% 1021
2020
Q3 		$647K Buy
43,555
+7,600
+21% +$116K ﹤0.01% 997
2020
Q2 		$558K Hold
35,955
– – ﹤0.01% 976
2020
Q1 		$409K Sell
35,955
-264
-0.7% -$3.94K ﹤0.01% 1049
2019
Q4 		$606K Sell
36,219
-938
-3% -$15.3K ﹤0.01% 1009
2019
Q3 		$638K Buy
+37,157
New +$623K ﹤0.01% 946
2017
Q3 		– Sell
-3,268
Closed -$62K – 4125
2017
Q2 		$62K Sell
3,268
-10,823
-77% -$190K ﹤0.01% 2346
2017
Q1 		$240K Buy
14,091
+10,073
+251% +$184K ﹤0.01% 1384
2016
Q4 		$78K Sell
4,018
-34
-0.8% -$632 ﹤0.01% 2039
2016
Q3 		$74K Buy
4,052
+362
+10% +$6.6K ﹤0.01% 2066
2016
Q2 		$64K Buy
3,690
+61
+2% +$1.25K ﹤0.01% 1972
2016
Q1 		$85K Buy
3,629
+52
+1% +$1.26K ﹤0.01% 1729
2015
Q4 		$103K Sell
3,577
-172
-5% -$5.91K ﹤0.01% 1617
2015
Q3 		$130K Buy
+3,749
New +$155K ﹤0.01% 1433
2015
Q2 		– Sell
-3,631
Closed -$180K – 3395
2015
Q1 		$180K Buy
3,631
+233
+7% +$11.1K ﹤0.01% 1247
2014
Q4 		$169K Buy
3,398
+100
+3% +$4.77K ﹤0.01% 1246
2014
Q3 		$170K Buy
3,298
+2,436
+283% +$136K ﹤0.01% 1153
2014
Q2 		$54K Sell
862
-200
-19% -$12.9K ﹤0.01% 1835
2014
Q1 		$78K Sell
1,062
-337
-24% -$23.2K ﹤0.01% 1543
2013
Q4 		$91K Sell
1,399
-947
-40% -$57.9K ﹤0.01% 1245
2013
Q3 		$121K Hold
2,346
– – ﹤0.01% 1004
2013
Q2 		$102K Buy
+2,346
New +$103K ﹤0.01% 981

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's WDR Position: Q1 2021 in Review

Creative Planning sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 34,317 shares — an estimated $874K sold.

Creative Planning first reported a position in WDR in Q2 2013 and held it in 22 quarters. The position peaked at $874K in Q4 2020. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

  • Creative Planning reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 34,317 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $874K.
  • Creative Planning first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Waddell & Reed Financial, Inc. position peaked at $874K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.