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Waddell & Reed

American asset management and financial planning company
Organization business Q7958965
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Financials

Self-reported XBRL data from 13 annual filings
Revenue
$1.05B
▼ 1.9% YoY FY2020
Net Income
$70.46M
▼ 38.7% YoY FY2020
Assets
$1.15B
▼ 8.9% YoY FY2020
EPS (diluted)
$2.05
▲ 12.0% YoY FY2011
$0.00$439.38M$878.77M$1.32B$1.76B FY2008: $919.12MFY2009: $839.09MFY2010: $978.27MFY2011: $1.12BFY2012: $1.17BFY2013: $1.37BFY2014: $1.60BFY2015: $1.52B · NI $237.58M (15.7% margin)FY2016: $1.24B · NI $156.69M (12.6% margin)FY2017: $1.16B · NI $141.28M (12.2% margin)FY2018: $1.16B · NI $183.59M (15.8% margin)FY2019: $1.07B · NI $114.99M (10.7% margin)FY2020: $1.05B · NI $70.46M (6.7% margin) '08'10'12'14'16'18'20
■ Revenue ■ Net Income
Source: SEC EDGAR · latest 10-K filed 2020-12-31 · accession 0001558370-21-001278

Waddell & Reed

Summary

Waddell & Reed is a business[1]. It ranks in the top 4% of business entities by monthly Wikipedia readership (126 views/month).[2]

Key Facts

  • Waddell & Reed is in the country of United States[3].
  • Waddell & Reed is in the country of US[4].
  • Waddell & Reed's instance of is recorded as business[5].
  • Waddell & Reed's instance of is recorded as public company[6].
  • Waddell & Reed's founder is recorded as Chauncey L. Waddell[7].
  • Waddell & Reed's headquarters location is recorded as Overland Park[8].
  • Waddell & Reed's stock exchange is recorded as New York Stock Exchange[9].
  • 1937 marks the founding of Waddell & Reed[10].
  • 1981-12-24 marks the founding of Waddell & Reed[11].
  • Waddell & Reed's official website is recorded as https://www.waddell.com[12].
  • Waddell & Reed's legal form is recorded as Delaware corporation[13].
  • Waddell & Reed's legal form is recorded as XTIQ[14].

Product Details

The following facts are restated verbatim from public-domain and CC0 open-data sources — every line is independently verifiable against the named source's catalog.

GLEIF Golden Copy — Level 1 entity data

  • Legal Entity Identifier (LEI): 549300DZMO2208Z36F25[15]

  • Registered legal name: Waddell & Reed Financial, INC.[16]

  • Legal jurisdiction: US-DE[17]

  • GLEIF entity category: GENERAL[18]

  • Legal form (ISO 20275 ELF): XTIQ[19]

  • Entity status: ACTIVE[20]

  • LEI registration status: ISSUED[21]

  • Entity created: 1981-12-24[22]

  • LEI first registered: 2015-12-01[23]

  • LEI last updated: 2025-09-16[24]

  • LEI next renewal: 2026-09-16[25]

  • Managing LOU: 5493001KJTIIGC8Y1R12[26]

  • Registration authority: RA000602[27]

  • Authority entity ID: 928996[28]

  • Conformity flag: CONFORMING[29]

Body

Founding

Waddell & Reed's founder is recorded as Chauncey L. Waddell[7]. Recorded inception include 1937[10] and 1981-12-24[11].

Operations

Waddell & Reed's headquarters location is recorded as Overland Park[8].

Ownership

Waddell & Reed's stock exchange is recorded as New York Stock Exchange[9].

Why It Matters

Waddell & Reed ranks in the top 4% of business entities by monthly Wikipedia readership (126 views/month).[2]

Related Entities

business New York Stock Exchange public company United States

References

Programmatic citations — every numbered marker resolves to a verifiable graph row below.

Direct Wikidata claims

  1. [3] ↑ . Global LEI Index. Retrieved . wikidata.org.
  2. [4] ↑ . wikidata.org.
  3. [5] ↑ . wikidata.org.
  4. [6] ↑ . wikidata.org.
  5. [7] ↑ . wikidata.org.
  6. [8] ↑ . wikidata.org.
  7. [9] ↑ . Polygon.io. Retrieved . wikidata.org.
  8. [10] ↑ . wikidata.org.
  9. [11] ↑ . wikidata.org.
  10. [12] ↑ . wikidata.org.
  11. [13] ↑ . Global LEI Index. Retrieved . wikidata.org.
  12. [14] ↑ . wikidata.org.

Product details (FDA / USDA / NHTSA public-domain catalog data)

  1. [15] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  2. [16] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  3. [17] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  4. [18] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  5. [19] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  6. [20] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  7. [21] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  8. [22] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  9. [23] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  10. [24] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  11. [25] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  12. [26] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  13. [27] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  14. [28] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.
  15. [29] ↑ . Global Legal Entity Identifier Foundation (GLEIF). Retrieved . gleif.org.

Class ancestry

  1. [1] ↑ . Wikidata. wikidata.org.

Aggregate / graph-position facts

  1. [2] ↑ . Wikimedia Foundation. dumps.wikimedia.org.

📑 Cite this page

Use these citations when quoting this entity in research, articles, AI prompts, or wherever provenance matters. We aggregate Wikidata + Wikipedia + authoritative open-data sources; the stitched, scored, cross-referenced view is what 4ort.xyz contributes.

APA 4ort.xyz Knowledge Graph. (2026). Waddell & Reed. Retrieved April 11, 2026, from https://4ort.xyz/entity/waddell-reed
MLA “Waddell & Reed.” 4ort.xyz Knowledge Graph, 4ort.xyz, 11 Apr. 2026, https://4ort.xyz/entity/waddell-reed.
BibTeX @misc{4ortxyz_waddell-reed_2026, author = {{4ort.xyz Knowledge Graph}}, title = {{Waddell & Reed}}, year = {2026}, url = {https://4ort.xyz/entity/waddell-reed}, note = {Accessed: 2026-04-11}}
LLM prompt According to 4ort.xyz Knowledge Graph (aggregator of Wikidata, Wikipedia, and authoritative open-data sources): Waddell & Reed — https://4ort.xyz/entity/waddell-reed (retrieved 2026-04-11)

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