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Waddell & Reed Financial Inc. logo
Waddell & Reed Financial Inc. WDR
summarize 3 total product lines
calendar_month Assets under management as of 12/31/2020
Reporting Segmentarrow_drop_up Product Line Amount (USD) Percentage
keyboard_arrow_right Reporting Segment & Product Line Amount (USD) Percentage
AUM
Asset Management for Businesses, Governments, and Individuals (Equity): through Brokers
These companies invest the assets of individuals, businesses, and governments in public equity portfolios. The service is brokered through an intermediary.
57.61B 77.00%
AUM
Asset Management for Businesses, Governments, and Individuals (Fixed Income)
These companies manage the money of businesses, governments, and individuals by investing it in fixed-income portfolios.
14.96B 20.00%
AUM
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
2.24B 3.00%
keyboard_arrow_right keyboard_arrow_down
AUM
Asset Management for Businesses, Governments, and Individuals (Equity): through Brokers
57.61B 77.00%
keyboard_arrow_right
These companies invest the assets of individuals, businesses, and governments in public equity portfolios. The service is brokered through an intermediary.
keyboard_arrow_right keyboard_arrow_down
AUM
Asset Management for Businesses, Governments, and Individuals (Fixed Income)
14.96B 20.00%
keyboard_arrow_right
These companies manage the money of businesses, governments, and individuals by investing it in fixed-income portfolios.
keyboard_arrow_right keyboard_arrow_down
AUM
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
2.24B 3.00%
keyboard_arrow_right
These companies invest the assets of businesses, consumers, and governments in money market portfolios.