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DOSSIER · 13F-HR · Q2 2026

WADDELL & ASSOCIATES, LLC

$2.0B in tracked AUM across 545 positions as of Q2 2026.

W&
CIK 0001776757 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
545
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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