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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 $823,629,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 141,588 $75,534,530 9.17%
2.
Wisdomtree Tr
 931,985 $74,428,341 9.04%
3.
Schwab Strategic Trust
 FNDF 2,636,391 $72,210,737 8.77%
4.
Tema Etf Trust
 2,095,949 $71,115,550 8.63%
5.
Global X Fds
 1,423,088 $62,117,791 7.54%
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)