WADDELL & ASSOCIATES, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,481,719
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.202 M | 81.1% | 304 K | 0 | 304 K |
| ETFs | 279.5 K | 18.9% | 1.932 K | 0 | 1.932 K |
| Other | 563 | 0.0% | 342 | 0 | 342 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
1,481,719
Holdings
379
QoQ value change ($000)
306,268
(26.1%)
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.