WADDELL & REED INVESTMENT MANAGEMENT CO
Legal name: WADDELL & REED INVESTMENTS
CRD #106343 SEC #801-40372 OVERLAND PARK, KS 913-236-2000
SEC Registered Private Funds
Total AUM
$19.2B
Discretionary
$19.2B
Employees
143
Clients
--
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $19.2B | $19.2B | $0 | 143 | 1 |
| Jun 2018 | $19.2B | $19.2B | $0 | 143 | 1 |
| Apr 2018 | $19.2B | $19.2B | $0 | 143 | 1 |
| Mar 2018 | $19.2B | $19.2B | $0 | 143 | 1 |
| Apr 2017 | $31.8B | $31.8B | $0 | 150 | 122 |
| Mar 2017 | $31.8B | $31.8B | $0 | 150 | 122 |
| Dec 2016 | $43.2B | $43.2B | $0 | 159 | 142 |
| Aug 2016 | $43.2B | $43.2B | $0 | 159 | 142 |
| Apr 2016 | $47.2B | $47.2B | $0 | 159 | 142 |
| Apr 2016 | $47.2B | $47.2B | $0 | 159 | 142 |
| Mar 2016 | $47.2B | $47.2B | $0 | 159 | 142 |
| Aug 2015 | $51.6B | $50.8B | $887.8M | 159 | 142 |
| Aug 2015 | $51.6B | $50.8B | $887.8M | 159 | 142 |
| Jul 2015 | $51.6B | $50.8B | $887.8M | 159 | 142 |
| Jun 2015 | $51.6B | $50.8B | $887.8M | 159 | 142 |
| May 2015 | $51.6B | $50.8B | $887.8M | 159 | 142 |
| Mar 2015 | $51.6B | $50.8B | $887.8M | 159 | 142 |
| May 2014 | $49.4B | $48.8B | $590.5M | 118 | 147 |
| Apr 2014 | $49.4B | $48.8B | $590.5M | 118 | 147 |
| Apr 2014 | $49.4B | $48.8B | $590.5M | 118 | 147 |
| Oct 2013 | $41.4B | $41B | $338.5M | 112 | 200 |
| Apr 2013 | $41.4B | $41B | $338.5M | 112 | 200 |
| Jun 2012 | $36.6B | $36.2B | $334.8M | 51 | 200 |
| Jun 2012 | $36.6B | $36.2B | $334.8M | 51 | 200 |
| Mar 2012 | $36.6B | $36.2B | $334.8M | 51 | 200 |
| Jul 2011 | $37.3B | $37.2B | $142.3M | 51 | -- |
| Apr 2011 | $37.3B | $37.2B | $142.3M | -- | -- |
| Apr 2011 | $37.3B | $37.2B | $142.3M | -- | -- |
| Apr 2011 | $37.3B | $37.2B | $142.3M | 10 | -- |
| Mar 2011 | $37.3B | $37.2B | $142.3M | 10 | -- |
| Sep 2010 | $33.4B | $33.4B | $0 | 51 | -- |
| Aug 2010 | $33.4B | $33.4B | $0 | 51 | -- |
| Apr 2009 | $27.3B | $27.3B | $0 | 51 | -- |
| Mar 2009 | $27.3B | $27.3B | $0 | 51 | -- |
| Mar 2008 | $38.3B | $38.3B | $0 | 51 | -- |
| Apr 2007 | $34.2B | $34.2B | $0 | 51 | -- |
| Mar 2007 | $34.2B | $34.2B | $0 | 51 | -- |
| Nov 2006 | $32.3B | $32.3B | $0 | 51 | -- |
| Feb 2006 | $5.8B | $5.8B | $0 | 51 | -- |
| Jun 2005 | $5.8B | $5.8B | $0 | 51 | -- |
| Jun 2004 | $31.1B | $31.1B | $0 | 51 | -- |
| Mar 2004 | $31.1B | $31.1B | $0 | 51 | -- |
| Mar 2002 | $30.8B | $30.8B | $0 | 51 | -- |
DateOct 2018
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees143
Clients1
DateJun 2018
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees143
Clients1
DateApr 2018
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees143
Clients1
DateMar 2018
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees143
Clients1
DateApr 2017
Total AUM$31.8B
Discretionary$31.8B
Non-Disc.$0
Employees150
Clients122
DateMar 2017
Total AUM$31.8B
Discretionary$31.8B
Non-Disc.$0
Employees150
Clients122
DateDec 2016
Total AUM$43.2B
Discretionary$43.2B
Non-Disc.$0
Employees159
Clients142
DateAug 2016
Total AUM$43.2B
Discretionary$43.2B
Non-Disc.$0
Employees159
Clients142
DateApr 2016
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees159
Clients142
DateApr 2016
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees159
Clients142
DateMar 2016
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees159
Clients142
DateAug 2015
Total AUM$51.6B
Discretionary$50.8B
Non-Disc.$887.8M
Employees159
Clients142
DateAug 2015
Total AUM$51.6B
Discretionary$50.8B
Non-Disc.$887.8M
Employees159
Clients142
DateJul 2015
Total AUM$51.6B
Discretionary$50.8B
Non-Disc.$887.8M
Employees159
Clients142
DateJun 2015
Total AUM$51.6B
Discretionary$50.8B
Non-Disc.$887.8M
Employees159
Clients142
DateMay 2015
Total AUM$51.6B
Discretionary$50.8B
Non-Disc.$887.8M
Employees159
Clients142
DateMar 2015
Total AUM$51.6B
Discretionary$50.8B
Non-Disc.$887.8M
Employees159
Clients142
DateMay 2014
Total AUM$49.4B
Discretionary$48.8B
Non-Disc.$590.5M
Employees118
Clients147
DateApr 2014
Total AUM$49.4B
Discretionary$48.8B
Non-Disc.$590.5M
Employees118
Clients147
DateApr 2014
Total AUM$49.4B
Discretionary$48.8B
Non-Disc.$590.5M
Employees118
Clients147
DateOct 2013
Total AUM$41.4B
Discretionary$41B
Non-Disc.$338.5M
Employees112
Clients200
DateApr 2013
Total AUM$41.4B
Discretionary$41B
Non-Disc.$338.5M
Employees112
Clients200
DateJun 2012
Total AUM$36.6B
Discretionary$36.2B
Non-Disc.$334.8M
Employees51
Clients200
DateJun 2012
Total AUM$36.6B
Discretionary$36.2B
Non-Disc.$334.8M
Employees51
Clients200
DateMar 2012
Total AUM$36.6B
Discretionary$36.2B
Non-Disc.$334.8M
Employees51
Clients200
DateJul 2011
Total AUM$37.3B
Discretionary$37.2B
Non-Disc.$142.3M
Employees51
Clients--
DateApr 2011
Total AUM$37.3B
Discretionary$37.2B
Non-Disc.$142.3M
Employees--
Clients--
DateApr 2011
Total AUM$37.3B
Discretionary$37.2B
Non-Disc.$142.3M
Employees--
Clients--
DateApr 2011
Total AUM$37.3B
Discretionary$37.2B
Non-Disc.$142.3M
Employees10
Clients--
DateMar 2011
Total AUM$37.3B
Discretionary$37.2B
Non-Disc.$142.3M
Employees10
Clients--
DateSep 2010
Total AUM$33.4B
Discretionary$33.4B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$33.4B
Discretionary$33.4B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$38.3B
Discretionary$38.3B
Non-Disc.$0
Employees51
Clients--
DateApr 2007
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees51
Clients--
DateNov 2006
Total AUM$32.3B
Discretionary$32.3B
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees51
Clients--
DateJun 2005
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$31.1B
Discretionary$31.1B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$31.1B
Discretionary$31.1B
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$30.8B
Discretionary$30.8B
Non-Disc.$0
Employees51
Clients--