WADDELL & ASSOCIATES, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,772,614
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 451 | 1,772,614 | 13F-HR | WADDELL & ASSOCIATES, LLC |
| Q4 2025 | 2/11/2026 | 379 | 1,481,719 | 13F-HR | WADDELL & ASSOCIATES, LLC |
| Q3 2025 | 11/10/2025 | 325 | 1,175,451 | 13F-HR | WADDELL & ASSOCIATES, LLC |
| Q2 2025 | 8/12/2025 | 243 | 936,821 | 13F-HR | WADDELL & ASSOCIATES, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
235
(0.0% of total reported value)
· QoQ Δ:
+235
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 965.2 K | 55.8% | 0 | 236.5 K | -236.5 K |
| ETFs | 764.8 K | 44.2% | 485.3 K | 0 | 485.3 K |
| Other | 235 | 0.0% | 0 | 328 | -328 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
1,772,614
Holdings
451
QoQ value change ($000)
290,895
(19.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.