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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 $743,531,927
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 137,322 $69,937,032 9.4%
2.
Schwab Strategic Trust
 FNDF 1,250,165 $69,201,565 9.3%
3.
Wisdomtree Tr
 870,606 $61,186,207 8.22%
4.
Doubleline Etf Trust
 2,003,677 $53,156,634 7.14%
5.
Ishares Trust
 IEF 648,182 $52,191,310 7.01%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)