WT
WDR

Wilmington Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Wilmington Trust’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
2014
Q2 		$501K Buy
7,999
+3,396
+74% +$220K 0.01% 506
2014
Q1 		$339K Sell
4,603
-658
-13% -$45.2K 0.01% 572
2013
Q4 		$343K Buy
+5,261
New +$322K 0.01% 570

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wilmington Trust's WDR Position: Q2 2014 in Review

Wilmington Trust increased its Waddell & Reed Financial, Inc. (WDR) stake by 74% in Q2 2014, buying an estimated $220K and bringing the position to 7,999 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #506.

Wilmington Trust first reported a position in WDR in Q4 2013 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

  • Wilmington Trust held 7,999 shares of Waddell & Reed Financial, Inc. worth $501K as of Q2 2014.
  • Wilmington Trust bought 3,396 Waddell & Reed Financial, Inc. shares in Q2 2014, an estimated $220K.
  • Waddell & Reed Financial, Inc. made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #506 holding.
  • Wilmington Trust first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.