# Waddell & Reed Financial, Inc. (WDR)

Source: https://www.quantisnow.com/company/WDR
Generated: 2026-11-12T07:55:53.870Z

- Ticker: WDR
- Exchange: NYSE
- Sector: Finance
- Industry: Investment Bankers/Brokers/Service
- IPO year: 1998

## Latest WDR news and filings

- 2021-05-13 20:16 UTC [SEC Form 15-12B] [SEC Form 15-12B filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-15-12b-filed-by-waddell-reed-financial-inc-740560)
- 2021-05-12 20:15 UTC [SEC Form 13F-HR filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-13f-hr-filed-by-waddell-reed-financial-inc-735978)
- 2021-05-03 20:27 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-waddell-reed-financial-inc-687226)
- 2021-05-03 20:26 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-waddell-reed-financial-inc-687216)
- 2021-05-03 20:26 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-waddell-reed-financial-inc-687206)
- 2021-05-03 20:25 UTC [SEC Form S-8 POS] [SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-s-8-pos-filed-by-waddell-reed-financial-inc-687197)
- 2021-05-03 17:14 UTC [SEC Form 25-NSE filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-25-nse-filed-by-waddell-reed-financial-inc-685970)
- 2021-04-30 21:25 UTC [SEC Form 4] [SEC Form 4: WALTON JERRY W returned 76,831 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-walton-jerry-w-returned-76831-units-of-681914)
- 2021-04-30 21:24 UTC [SEC Form 4] [SEC Form 4: Scupham Amy J. returned 71,044 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-scupham-amy-j-returned-71044-units-of-681910)
- 2021-04-30 21:22 UTC [SEC Form 4] [SEC Form 4: Sanders Philip James returned 736,496 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-sanders-philip-james-returned-736496-units-of-681891)
- 2021-04-30 21:20 UTC [SEC Form 4] [SEC Form 4: MORRISSEY MICHAEL F returned 52,187 units of Class A Common to the company](https://www.quantisnow.com/insight/sec-form-4-morrissey-michael-f-returned-52187-units-of-681867)
- 2021-04-30 21:21 UTC [SEC Form 4] [SEC Form 4: Rackers Christopher W. returned 59,083 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-rackers-christopher-w-returned-59083-units-of-681864)
- 2021-04-30 21:19 UTC [SEC Form 4] [SEC Form 4: Mihal Shawn M. returned 86,578 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-mihal-shawn-m-returned-86578-units-of-681862)
- 2021-04-30 21:18 UTC [SEC Form 4] [SEC Form 4: LOGUE DENNIS E returned 76,956 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-logue-dennis-e-returned-76956-units-of-681854)
- 2021-04-30 21:16 UTC [SEC Form 4] [SEC Form 4: Kline Katherine M. A. returned 6,794 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-kline-katherine-m-a-returned-6794-units-681841)
- 2021-04-30 21:15 UTC [SEC Form 4] [SEC Form 4: Jessee James A. returned 11,229 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-jessee-james-a-returned-11229-units-of-681813)
- 2021-04-30 21:14 UTC [SEC Form 4] [SEC Form 4: BLOSS BRENT K returned 367,201 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-bloss-brent-k-returned-367201-units-of-681795)
- 2021-04-30 21:12 UTC [SEC Form 4] [SEC Form 4: GODLASKY THOMAS C returned 58,026 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-godlasky-thomas-c-returned-58026-units-of-681780)
- 2021-04-30 21:13 UTC [SEC Form 4] [SEC Form 4: Hanson Daniel P returned 379,598 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-hanson-daniel-p-returned-379598-units-of-681772)
- 2021-04-30 21:10 UTC [SEC Form 4] [SEC Form 4: GASAWAY SHARILYN S returned 52,187 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-gasaway-sharilyn-s-returned-52187-units-of-681759)
- 2021-04-30 21:09 UTC [SEC Form 4] [SEC Form 4: DALEY MICHAEL JOHN returned 7,821 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-daley-michael-john-returned-7821-units-of-681746)
- 2021-04-30 21:08 UTC [SEC Form 4] [SEC Form 4: Clouse Benjamin R returned 107,868 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-clouse-benjamin-r-returned-107868-units-of-681732)
- 2021-04-30 21:07 UTC [SEC Form 4] [SEC Form 4: Buyle Mark P. returned 86,973 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-buyle-mark-p-returned-86973-units-of-681728)
- 2021-04-30 21:05 UTC [SEC Form 4] [SEC Form 4: Andrade Kathie J. returned 13,150 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units](https://www.quantisnow.com/insight/sec-form-4-andrade-kathie-j-returned-13150-units-of-681708)
- 2021-04-30 20:46 UTC [SEC Form 8-K] [Waddell & Reed Financial, Inc. filed SEC Form 8-K: Termination of a Material Definitive Agreement, Completion of Acquisition or Disposition of Assets, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Material Modification to Rights of Security Holders, Changes in Control of Registrant, Leadership Update, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits](https://www.quantisnow.com/insight/waddell-reed-financial-inc-filed-sec-form-8-k-termination-of-681498)
- 2021-04-30 20:28 UTC [Macquarie Group Completes Acquisition of Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/macquarie-group-completes-acquisition-of-waddell-reed-financial-inc-681157)
- 2021-04-29 20:50 UTC [SEC Form 10-Q] [SEC Form 10-Q filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-10-q-filed-by-waddell-reed-financial-inc-675815)
- 2021-04-29 20:32 UTC [SEC Form 10-K] [SEC Form 10-K/A filed by Waddell & Reed Financial, Inc. (Amendment)](https://www.quantisnow.com/insight/sec-form-10-ka-filed-by-waddell-reed-financial-inc-amendment-675512)
- 2021-04-27 22:44 UTC [Genpact Set to Join S&P MidCap 400; Unitil & Genworth Financial to Join S&P SmallCap 600](https://www.quantisnow.com/insight/genpact-set-to-join-sp-midcap-400-unitil-genworth-financial-661813)
- 2021-04-22 22:24 UTC [SEC Form 4] [SEC Form 4 filed by DALEY MICHAEL JOHN (Amendment)](https://www.quantisnow.com/insight/sec-form-4-filed-by-daley-michael-john-amendment-645770)
- 2021-04-21 20:31 UTC [SEC Form 8-K] [Waddell & Reed Financial, Inc. filed SEC Form 8-K: Other Events](https://www.quantisnow.com/insight/waddell-reed-financial-inc-filed-sec-form-8-k-other-events-640161)
- 2021-04-13 10:54 UTC [SEC Form 8-K] [Waddell & Reed Financial, Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits](https://www.quantisnow.com/insight/waddell-reed-financial-inc-filed-sec-form-8-k-regulation-fd-610496)
- 2021-04-13 10:45 UTC [Dividends] [Waddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor Count](https://www.quantisnow.com/insight/waddell-reed-financial-inc-announces-march-31-2021-assets-under-610453)
- 2021-04-05 20:30 UTC [SEC Form 8-K] [Waddell & Reed Financial, Inc. filed SEC Form 8-K: Entry Into A Material Definitive Agreement, Other Events, Financial Statements And Exhibits](https://www.quantisnow.com/insight/waddell-reed-financial-inc-filed-sec-form-8-k-entry-into-586632)
- 2021-03-25 10:30 UTC [SEC Form 8-K] [SEC Form 8-K filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-8-k-filed-by-waddell-reed-financial-inc-551029)
- 2021-03-23 20:43 UTC [SEC Form 8-K] [SEC Form 8-K filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-8-k-filed-by-waddell-reed-financial-inc-545215)
- 2021-03-15 21:24 UTC [SEC Form DEFA14A] [SEC Form DEFA14A filed by Waddell & Reed Financial, Inc.](https://www.quantisnow.com/insight/sec-form-defa14a-filed-by-waddell-reed-financial-inc-512871)
- 2021-03-12 22:43 UTC [SEC Form 4] [SEC Form 4: James Philip Sanders disposed of $451,511 worth of Class A Common (18,046 units at $25.02), decreasing direct ownership by 2% to 736,496 units](https://www.quantisnow.com/insight/sec-form-4-james-philip-sanders-disposed-of-451511-worth-507735)
- 2021-03-12 22:40 UTC [SEC Form 4] [SEC Form 4: W. Christopher Rackers disposed of $60,598 worth of Class A Common (2,422 units at $25.02), decreasing direct ownership by 4% to 59,083 units](https://www.quantisnow.com/insight/sec-form-4-w-christopher-rackers-disposed-of-60598-worth-507729)
- 2021-03-12 22:40 UTC [SEC Form 4] [SEC Form 4: J. Amy Scupham disposed of $67,904 worth of Class A Common (2,714 units at $25.02), decreasing direct ownership by 4% to 71,044 units](https://www.quantisnow.com/insight/sec-form-4-j-amy-scupham-disposed-of-67904-worth-507726)

## More

- Live page with ratings, short volume, options and peers: https://www.quantisnow.com/company/WDR
- Earnings history: https://www.quantisnow.com/earnings/WDR
- Dividend history: https://www.quantisnow.com/dividends/WDR
- Insider transactions: https://www.quantisnow.com/insiders/WDR
- Options chain: https://www.quantisnow.com/options/WDR
- SEC 8-K filings only: https://www.quantisnow.com/company/WDR/8-k
- RSS and alerts for WDR: https://www.quantisnow.com/docs/rss-feeds.md