Annual Reports

Waddell & Reed Annual Report

Waddell & Reed celebrates its 75th anniversary of providing investment management and financial planning services to individuals and institutional investors. Investment products are distributed through three distinct distribution channels: the Advisors channel, the Wholesale channel and the Institutional channel.  

Waddell & Reed Annual Report

The equity markets performed well in 2013, with the S&P 500 Index increasing more than 30%, its largest annual increase since the late 1990s. Investors slowly returned to equity investments as the U.S. economy gradually gained momentum and the Federal Reserve maintained its accommodative monetary policy.