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MFWire: Ivy Funds, Waddell & Reed Advisor Funds
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Waddell & Reed Investment Management Company
6300 Lamar Avenue
Shawnee Mission, KS  66201-9217
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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

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    Hank Herrmann
    Chairman, CEO, Waddell & Reed Financial
    Mike Avery
    John Sundeen
    EVP, Chief Administrative Officer - Investments, Waddell & Reed Financial
    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
    Story Archive for Waddell & Reed Investment Management Company
    Published On Story Headline Publication
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    11/28/2017 Waddell's Herrmann Passes His Final Hat MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    5/8/2017 Eye for Earnings - May 8, 2017 MFWire.com
    3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    2/9/2017 The New Fund Fuss - February 9, 2017 MFWire.com
    2/6/2017 Eye for Earnings - February 6, 2017 MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    7/27/2016 People on the Move -- July 27, 2016 MFWire.com
    5/24/2016 Herrmann Retires and a CIO Takes Over Waddell MFWire.com
    4/27/2016 Waddell Cuts Costs By Ten Percent MFWire.com
    4/22/2016 Ivy Turns Over a Brand New Leaf MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/2/2016 Ivy's Avery Heads Out MFWire.com
    1/19/2016 Which Fund Firm Won 2015? MFWire.com
    1/4/2016 Mr. Market Smiles On Two Fund Firms As the Dow Tumbles MFWire.com
    12/16/2015 M*: Vanguard and iShares Have Dominated This Year MFWire.com
    11/16/2015 Vanguard Retakes the Lead MFWire.com
    10/6/2015 Butch Makes Three Key Appointments at Ivy MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/17/2015 12 Fund Firms Suffer More Than $1B In Outflows, Each MFWire.com
    8/13/2015 Fundsters Get Dragged Into a $400MM Fight Over "the Rasputin of Boxing" MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/13/2015 Even More Asset Managers' Margins Are Falling MFWire.com
    10/29/2014 Waddell Has a Lot of Good Mutual Fund Momentum ... Except For Two Key Products MFWire.com
    12/26/2013 SeekingAlpha Sees More Upside for Waddell MFWire.com
    11/25/2013 Ivy Weathers a High Income Switcheroo MFWire.com
    8/2/2013 Three Things to Know About Waddell & Reed's Earnings MFWire.com
    7/31/2013 Waddell & Reed Earnings Exceed Expectations MFWire.com
    7/2/2013 Waddell Makes Two PM Changes MFWire.com
    6/3/2013 A Bond PM Steps Aside at Waddell MFWire.com
    4/25/2013 Three Things to Know From Waddell's Earnings MFWire.com
    4/10/2013 The Next Gig for the Week of April 10, 2013 MFWire.com
    4/10/2013 Some Fundsters Roll Out the Red Carpet MFWire.com
    2/5/2013 Four Sales People Sought by Asset Manager MFWire.com
    1/30/2013 Three Things To Know About Waddell & Reed's Earnings MFWire.com
    11/2/2012 Three Things to Know From Waddell & Reedís Earnings MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    9/4/2012 Barron's Likes Hank Herrmann's Path MFWire.com
    4/30/2012 Ivy's Parent Beats Expectations MFWire.com
    12/15/2011 Waddell Shells Out $21M to Investors MFWire.com
    10/25/2011 Falling A Share Sales Hit Waddell & Reed MFWire.com
    10/6/2011 Goldman Tells You to 'Sell' This Fund Firm MFWire.com
    5/26/2011 12b-1 Reform Could Hit Waddell the Hardest MFWire.com
    10/12/2010 How Much Do Employees Cost Asset Managers? MFWire.com
    10/7/2010 'Flash Crash' PM Opens Up to WSJ MFWire.com
    10/4/2010 Waddell's Flash Crash Trade Took Only 20 Minutes MFWire.com
    10/1/2010 CFTC and SEC Will Blame Unnamed Waddell for Flash Crash MFWire.com
    8/31/2010 Whom Will 12b-1 Reform Hit the Hardest? MFWire.com
    8/16/2010 Waddell & Reed Has a New Investment Chief MFWire.com
    7/28/2010 Despite Flagship Fund Woes, Waddell Keeps Flows Positive MFWire.com
    6/15/2010 Among Public Fund Firms, Federated and T. Rowe Stand Out MFWire.com
    6/7/2010 WSJ Says Gabelli is Losing Star Power MFWire.com
    5/27/2010 Asset Strategy Sets the Course for Waddell MFWire.com
    4/28/2010 Ivy's Best-Selling Fund Sprouts a Sibling MFWire.com
    4/27/2010 Waddell Says it Continues to Improve Sales Beyond its Two Top-Sellers MFWire.com
    2/1/2010 Will More Funds be Paying Rent Overseas Soon? MFWire.com
    11/25/2009 15. Tom Butch MFWire.com
    10/27/2009 Waddell & Reed's Q3 Profits Stay Flat MFWire.com
    9/29/2009 The Street Smiles on Public Fund Firms MFWire.com
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