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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

WDR was delisted on the 30th of April, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M +$235M +5,321,346 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M +$202M +4,591,083 New
HCM
3
Herndon Capital Management
Georgia
$155M +$157M +3,572,559 New
State Street
4
State Street
Massachusetts
$105M +$106M +2,407,898 New
BIT
5
BlackRock Institutional Trust
California
$104M +$105M +2,383,232 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$97.7M +$99M +2,246,014 New
BFA
7
BlackRock Fund Advisors
California
$91.4M +$92.6M +2,101,241 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$87.7M +$88.9M +2,016,891 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$82.4M +$83.5M +1,895,111 New
Jennison Associates
10
Jennison Associates
New York
$75.9M +$76.9M +1,745,853 New
KCM
11
Kornitzer Capital Management
Kansas
$71.1M +$72M +1,633,600 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$61.8M +$62.6M +1,421,209 New
Principal Financial Group
13
Principal Financial Group
Iowa
$58.6M +$59.3M +1,346,479 New
RA
14
Royce & Associates
New York
$51.6M +$52.3M +1,186,237 New
GF
15
Gabelli Funds
New York
$46.1M +$46.7M +1,060,000 New
American Century Companies
16
American Century Companies
Missouri
$45.3M +$45.9M +1,041,961 New
Bank of America
17
Bank of America
North Carolina
$45M +$45.6M +1,034,671 New
Northern Trust
18
Northern Trust
Illinois
$43.4M +$44M +998,029 New
TAM
19
Tiverton Asset Management
Delaware
$41.3M +$41.9M +950,000 New
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$39.8M +$40.3M +915,086 New
PA
21
Pinnacle Associates
New York
$36.9M +$37.4M +847,775 New
Norges Bank
22
Norges Bank
Norway
$35.6M +$36.1M +818,633 New
ICM
23
IronBridge Capital Management
Illinois
$34.9M +$35.3M +801,870 New
HIM
24
Hermes Investment Management
United Kingdom
$33.3M +$33.7M +765,488 New
TCP
25
TAMRO Capital Partners
Virginia
$33.2M +$33.6M +762,650 New