IA
WDR

IndexIQ Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

IndexIQ Advisors’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
Q2 		– Sell
-240,983
Closed -$6.04M – 1167
2021
Q1 		$6.04M Buy
+240,983
New +$6.05M 0.21% 75

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

IndexIQ Advisors's WDR Position: Q2 2021 in Review

IndexIQ Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 240,983 shares — an estimated $6.04M sold.

IndexIQ Advisors first reported a position in WDR in Q1 2021 and held it in 1 quarter. The position peaked at $6.04M in Q1 2021. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • IndexIQ Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 240,983 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $6.04M.
  • IndexIQ Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2021 and held it in 1 quarter.
  • IndexIQ Advisors's Waddell & Reed Financial, Inc. position peaked at $6.04M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on IndexIQ Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.