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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 $980,987,876
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Red Cat Holdings Inc.
 RCAT 12,423,587 $159,643,099 16.27%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 140,263 $79,890,881 8.14%
3.
Schwab Strategic Trust
 FNDF 2,596,060 $77,102,970 7.85%
4.
Wisdomtree Tr
 916,723 $74,190,381 7.56%
5.
Ishares Trust
 IEF 680,708 $68,594,944 6.99%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)