WA
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Waddell & Associates’s Factset FDS Stock Holding History

Waddell & Associates’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$660K Buy
+2,869
New +$659K 0.03% 205
2026
Q1 		– Sell
-1,280
Closed -$371K – 467
2025
Q4 		$371K Buy
+1,280
New +$359K 0.03% 229

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return