WA
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Waddell & Associates’s Alight ALIT Stock Holding History

Waddell & Associates’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.63K Sell
770
-343
-31% -$4.86K ﹤0.01% 543
2026
Q1 		$13K Buy
+1,113
New +$26.5K ﹤0.01% 451

Other funds holding ALIT

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $188M AUM 26.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM