State of Wisconsin Investment Board
WDR

State of Wisconsin Investment Board’s Waddell & Reed Financial, Inc. WDR Stock Holding History

State of Wisconsin Investment Board’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
-12,900
Closed -$323K – 2209
2021
Q1 		$323K Buy
+12,900
New +$324K ﹤0.01% 1820
2016
Q2 		– Sell
-58,551
Closed -$1.38M – 1351
2016
Q1 		$1.38M Sell
58,551
-2,550
-4% -$61.9K 0.01% 1162
2015
Q4 		$1.75M Sell
61,101
-1,800
-3% -$61.8K 0.01% 1135
2015
Q3 		$2.19M Sell
62,901
-1,760
-3% -$72.7K 0.01% 1086
2015
Q2 		$3.06M Sell
64,661
-50
-0.1% -$2.44K 0.01% 1043
2015
Q1 		$3.21M Sell
64,711
-1,780
-3% -$85.1K 0.01% 1003
2014
Q4 		$3.31M Buy
66,491
+3,800
+6% +$181K 0.01% 989
2014
Q3 		$3.24M Buy
62,691
+420
+0.7% +$23.4K 0.01% 975
2014
Q2 		$3.9M Buy
62,271
+850
+1% +$55K 0.01% 925
2014
Q1 		$4.52M Buy
61,421
+60
+0.1% +$4.12K 0.02% 845
2013
Q4 		$4M Sell
61,361
-1,820
-3% -$111K 0.02% 868
2013
Q3 		$3.25M Sell
63,181
-4,900
-7% -$244K 0.01% 928
2013
Q2 		$2.96M Buy
+68,081
New +$3M 0.01% 967

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

State of Wisconsin Investment Board's WDR Position: Q2 2021 in Review

State of Wisconsin Investment Board sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 12,900 shares — an estimated $323K sold.

State of Wisconsin Investment Board first reported a position in WDR in Q2 2013 and held it in 13 quarters. The position peaked at $4.52M in Q1 2014. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • State of Wisconsin Investment Board reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 12,900 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $323K.
  • State of Wisconsin Investment Board first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 13 quarters.
  • State of Wisconsin Investment Board's Waddell & Reed Financial, Inc. position peaked at $4.52M in Q1 2014.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2021, filed 12 Aug 2021.