Waddell & Reed Inc

Specialties

At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life’s dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products* delivered to you by skilled, well-​trained financial advisors.

*Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

History

Established in 1937.

WDR (NYSE), S&P 400.

One of the oldest mutual fund complexes in the United States.

Introduced Waddell & Reed Advisors Group of Funds in 1940.

Introduced the W&R Target Funds in 1987.

Introduced the W&R Funds (renamed Ivy Funds in 2003) in 1992.

Introduced the Waddell & Reed InvestEd Plan in 2001.

WDR acquired the investment adviser to the Ivy Funds in December 2002.