WADDELL & ASSOCIATES, LLC

Portfolio Overview

Waddell & Associates, LLC reported a total portfolio value of $832.45 million for the period ending September 30, 2025, representing a decrease of 11.1% from the previous quarter's $936.82 million. The portfolio consists of 166 holdings, indicating a diversified approach. The investment strategy appears to be a hybrid model, blending significant exposure to Exchange Traded Funds (ETFs) for broad market access and factor investing with a select number of concentrated indivi...