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Waddell & Reed Financial (WDR)

Waddell & Reed Financial (WDR)
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Financial Summary for [[ item.sessionDateDisplayLong ]]
Waddell & Reed, is the exclusive underwriter and distributor of 41 mutual fund portfolios, including 18 comprising Waddell & Reed Advisors Funds (formerly the United Group of Mutual Funds) and 12 comprising W&R Funds (formerly Waddell & Reed Funds, Inc.). The remaining 11 portfolios comprise the W&R Target Funds, which serve as the underlying investment portfolios for variable annuities and variable life insurance products underwritten by United Investors Life Insurance Company and distributed by Waddell & Reed.

Fiscal Year End Date: 12/31

(Values in U.S. Thousands) Mar, 2021 Dec, 2020 Sep, 2020 Jun, 2020 Mar, 2020
Sales 295,350 278,060 267,670 240,030 263,730
Sales Growth +6.22% +3.88% +11.52% -8.99% -2.35%
Net Income 1,610 -6,880 30,520 24,820 21,990
Net Income Growth +123.40% -122.54% +22.97% +12.87% +37.95%
(Values in U.S. Thousands) Mar, 2021 Dec, 2020 Sep, 2020 Jun, 2020 Mar, 2020
Total Assets 1,008,190 1,153,830 1,125,430 1,166,000 1,167,750
Total Assets Growth -12.62% +2.52% -3.48% -0.15% -7.78%
Total Liabilities 298,820 426,070 377,920 399,300 402,100
Total Liabilities Growth -29.87% +12.74% -5.35% -0.70% -12.10%
(Values in U.S. Thousands) Mar, 2021 Dec, 2020 Sep, 2020 Jun, 2020 Mar, 2020
Operating Cash Flow 5,530 188,040 91,970 28,750 29,280
Operating Cash Flow Growth -97.06% +104.46% +219.90% -1.81% -82.36%
Net Cash Flow -81,030 111,210 1,050 -24,620 -12,400
Change in Net Cash Flow -172.86% +10,491.43% +104.26% -98.55% +81.05%
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