Waddell & Associates LLC

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Assets, Funds, Holdings

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Waddell & Associates LLC
CRD #283723
SEC #801-107784
CIK #0001776757
AUM $805.0 MM (92% Disc, 100% US, 2020-06-30)
Employees 20 (50% Investors, 0% Brokers)
Phone901-767-9187
Address5188 Wheelis Drive
Memphis, TN 38117
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
90072054036018002010201320172021
Sector Issuer Cap ($MM) Value ($MM)
SPMD 43.7
ACWF 40.4
VTV 38.5
PRFZ 37.7
QUAL 25.5
DBEF 24.6
SCHK 23.6
GSIE 19.2
VWO 14.7
DWSH 13.8
View All
Holdings by Sector ($)
2.01.61.20.80.40.02017201820192021
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