Institutions / Waddell & Associates, LLC
Waddell & Associates, LLC
CIK 1776757 · Institution · as of Dec 31, 2025
Portfolio value
$1.48B
Positions
379
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 379 →
| Company | Value | % of portfolio |
|---|---|---|
| FedEx Corp | $343.21M | 23.2% |
| Global X Fds | $91.64M | 6.2% |
| SPDR S&P Midcap 400 ETF Tr | $90.69M | 6.1% |
| Schwab Strategic Tr | $88.98M | 6.0% |
| WisdomTree Tr | $88.62M | 6.0% |
| Global X Fds | $73.87M | 5.0% |
| Schwab Strategic Tr | $67.93M | 4.6% |
| Doubleline ETF Trust | $67.61M | 4.6% |
| iShares Tr | $55.72M | 3.8% |
| Invesco Exch Traded Fd Tr II | $49.85M | 3.4% |
| American Centy ETF Tr | $42.74M | 2.9% |
| SPDR Index Shs Fds | $42.51M | 2.9% |
| Direxion Shs ETF Tr | $42.18M | 2.8% |
| Apple Inc. | $16.86M | 1.1% |
| NVIDIA Corp | $10.29M | 0.7% |
| SPDR S&P 500 ETF Tr | $9.49M | 0.6% |
| Microsoft Corp | $9.33M | 0.6% |
| Sprott Asset Management LP | $7.93M | 0.5% |
| Doubleline ETF Trust | $7.63M | 0.5% |
| Warren E. Buffett | $7.34M | 0.5% |
| Alphabet Inc. | $6.43M | 0.4% |
| ELI LILLY & Co | $6.07M | 0.4% |
| Walmart Inc. | $6.04M | 0.4% |
| Two Rds Shared Tr | $5.96M | 0.4% |
| iShares Tr | $5.70M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.