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Home > Institutional Investor > Waddell & Associates, Llc > Profile

Instuitional Investor - Waddell & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Waddell & Associates, Llc
Portfolio Value $936,821,126
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 143,568 $81,328,335 8.68%
2.
Global X Fds - US INFR DEV ETF
 1,826,748 $79,609,678 8.5%
3.
Wisdomtree Tr
 946,079 $79,224,678 8.46%
4.
Schwab Strategic Trust
 FNDF 2,689,433 $77,052,258 8.22%
5.
Global X Fds
 1,457,195 $65,136,603 6.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)