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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 $1,481,719,143
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fedex Corp
 FDX 1,188,140 $343,206,259 23.16%
2.
Global X Fds - US INFR DEV ETF
 1,917,540 $91,639,241 6.18%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 150,332 $90,692,500 6.12%
4.
Schwab Strategic Trust
 FNDF 2,823,762 $88,976,736 6%
5.
Wisdomtree Tr
 990,996 $88,624,758 5.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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