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MFWire: Ivy Funds, Waddell & Reed Advisor Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Waddell & Reed Investment Management Company
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6300 Lamar Avenue
Shawnee Mission, KS 66201-9217
Google Maps
Contact
Main Phone: 913-236-2000
Web Site:
http://www.waddell.com
Mutual Fund Brand(s)
Ivy Funds, Waddell & Reed Advisor Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote SEC Fund Filings by CIK
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Background:
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Founded in 1937, Waddell & Reed sponsors two families of mutual funds: W&R Funds and Ivy Funds [profile]. It created the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company IPO'd in 1998.
The funds are advised by Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO).
The firm also owns a broker-dealer that is a primary distributor of the W&R Funds.
The firms three broker-dealers are: Waddell & Reed, Inc. (W&R), Ivy Funds Distributor, Inc. (IFDI) and Legend Equities Corporation (LEC).
The firm's 80 open-end mutual funds include: 20 portfolios in the Advisors Funds family, 32 portfolios in the Ivy Funds family, 25 portfolios in the Ivy Funds VIP family and three portfolios in InvestEd.
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Sponsored Opportunities
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Key People:
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Hank Herrmann Chairman, CEO, Waddell & Reed Financial | Mike Avery
| John Sundeen board member, Digital Aerolus | Brent Bloss EVP, Chief Financial Officer, Waddell & Reed Financial | Wendy Hills Senior Vice President, Chief Legal Officer, General Counsel, Waddell & Reed Financial | Steven Anderson Partner, MHC Capital | Derek Burke CEO and President, FSC Securities |
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Story Archive for Waddell & Reed Investment Management Company
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Published On
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Story Headline
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Publication |
12/19/2018
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Asset Managers Fall 31 Percent
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MFWire.com
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10/11/2018
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Bad Day? Asset Managers Are Having a Bad Year.
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MFWire.com
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11/28/2017
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Waddell's Herrmann Passes His Final Hat
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MFWire.com
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10/23/2017
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Baird Dominated September Among Midsize Firms
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MFWire.com
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9/7/2017
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Filings For Fundsters - September 7, 2017
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MFWire.com
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5/8/2017
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Eye for Earnings - May 8, 2017
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MFWire.com
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3/31/2017
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M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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2/9/2017
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The New Fund Fuss - February 9, 2017
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MFWire.com
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2/6/2017
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Eye for Earnings - February 6, 2017
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MFWire.com
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12/30/2016
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The Most Popular MFWire Stories of 2016
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MFWire.com
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10/28/2016
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Eye for Earnings - October 28, 2016
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MFWire.com
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10/3/2016
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Filings for Fundsters - October 3, 2016
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MFWire.com
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7/27/2016
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People on the Move -- July 27, 2016
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MFWire.com
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5/24/2016
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Herrmann Retires and a CIO Takes Over Waddell
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MFWire.com
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4/27/2016
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Waddell Cuts Costs By Ten Percent
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MFWire.com
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4/22/2016
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Ivy Turns Over a Brand New Leaf
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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2/2/2016
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Ivy's Avery Heads Out
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MFWire.com
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1/19/2016
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Which Fund Firm Won 2015?
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MFWire.com
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1/4/2016
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Mr. Market Smiles On Two Fund Firms As the Dow Tumbles
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MFWire.com
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12/16/2015
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M*: Vanguard and iShares Have Dominated This Year
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MFWire.com
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11/16/2015
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Vanguard Retakes the Lead
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MFWire.com
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10/6/2015
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Butch Makes Three Key Appointments at Ivy
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MFWire.com
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9/25/2015
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More Than 2,000 Advisors Converge on Beantown
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MFWire.com
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9/17/2015
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12 Fund Firms Suffer More Than $1B In Outflows, Each
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MFWire.com
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8/13/2015
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Fundsters Get Dragged Into a $400MM Fight Over "the Rasputin of Boxing"
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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3/13/2015
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Even More Asset Managers' Margins Are Falling
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MFWire.com
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10/29/2014
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Waddell Has a Lot of Good Mutual Fund Momentum ... Except For Two Key Products
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MFWire.com
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12/26/2013
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SeekingAlpha Sees More Upside for Waddell
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MFWire.com
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11/25/2013
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Ivy Weathers a High Income Switcheroo
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MFWire.com
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8/2/2013
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Three Things to Know About Waddell & Reed's Earnings
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MFWire.com
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7/31/2013
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Waddell & Reed Earnings Exceed Expectations
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MFWire.com
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7/2/2013
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Waddell Makes Two PM Changes
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MFWire.com
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6/3/2013
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A Bond PM Steps Aside at Waddell
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MFWire.com
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4/25/2013
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Three Things to Know From Waddell's Earnings
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MFWire.com
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4/10/2013
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The Next Gig for the Week of April 10, 2013
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MFWire.com
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4/10/2013
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Some Fundsters Roll Out the Red Carpet
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MFWire.com
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2/5/2013
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Four Sales People Sought by Asset Manager
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MFWire.com
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1/30/2013
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Three Things To Know About Waddell & Reed's Earnings
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MFWire.com
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11/2/2012
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Three Things to Know From Waddell & Reed’s Earnings
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MFWire.com
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10/25/2012
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Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA
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MFWire.com
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9/4/2012
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Barron's Likes Hank Herrmann's Path
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MFWire.com
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4/30/2012
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Ivy's Parent Beats Expectations
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MFWire.com
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12/15/2011
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Waddell Shells Out $21M to Investors
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MFWire.com
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10/25/2011
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Falling A Share Sales Hit Waddell & Reed
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MFWire.com
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10/6/2011
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Goldman Tells You to 'Sell' This Fund Firm
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MFWire.com
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5/26/2011
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12b-1 Reform Could Hit Waddell the Hardest
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MFWire.com
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10/12/2010
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How Much Do Employees Cost Asset Managers?
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MFWire.com
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10/7/2010
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'Flash Crash' PM Opens Up to WSJ
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MFWire.com
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10/4/2010
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Waddell's Flash Crash Trade Took Only 20 Minutes
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MFWire.com
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10/1/2010
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CFTC and SEC Will Blame Unnamed Waddell for Flash Crash
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MFWire.com
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8/31/2010
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Whom Will 12b-1 Reform Hit the Hardest?
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MFWire.com
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8/16/2010
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Waddell & Reed Has a New Investment Chief
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MFWire.com
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7/28/2010
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Despite Flagship Fund Woes, Waddell Keeps Flows Positive
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MFWire.com
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6/15/2010
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Among Public Fund Firms, Federated and T. Rowe Stand Out
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MFWire.com
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6/7/2010
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WSJ Says Gabelli is Losing Star Power
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MFWire.com
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5/27/2010
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Asset Strategy Sets the Course for Waddell
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MFWire.com
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4/28/2010
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Ivy's Best-Selling Fund Sprouts a Sibling
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MFWire.com
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4/27/2010
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Waddell Says it Continues to Improve Sales Beyond its Two Top-Sellers
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MFWire.com
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2/1/2010
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Will More Funds be Paying Rent Overseas Soon?
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MFWire.com
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11/25/2009
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15. Tom Butch
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MFWire.com
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10/27/2009
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Waddell & Reed's Q3 Profits Stay Flat
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MFWire.com
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9/29/2009
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The Street Smiles on Public Fund Firms
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MFWire.com
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