Waddell & Reed Financial ROE 2006-2020 | WDR

Current and historical return on equity (ROE) values for Waddell & Reed Financial (WDR) over the last 10 years. Return on equity can be defined as the amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested. Waddell & Reed Financial ROE for the three months ending March 31, 2020 was 15.01%.
Waddell & Reed Financial ROE - Return on Equity Historical Data
Date TTM Net Income Shareholder's Equity Return on Equity
2020-03-31 $0.11B $0.77B 12.84%
2019-12-31 $0.12B $0.81B 13.63%
2019-09-30 $0.15B $0.84B 16.82%
2019-06-30 $0.16B $0.86B 18.04%
2019-03-31 $0.17B $0.87B 19.03%
2018-12-31 $0.18B $0.88B 20.50%
2018-09-30 $0.17B $0.89B 18.75%
2018-06-30 $0.17B $0.89B 19.78%
2018-03-31 $0.15B $0.89B 17.72%
2017-12-31 $0.14B $0.87B 16.53%
2017-09-30 $0.14B $0.87B 16.91%
2017-06-30 $0.14B $0.84B 17.03%
2017-03-31 $0.15B $0.85B 18.36%
2016-12-31 $0.16B $0.84B 18.79%
2016-09-30 $0.18B $0.85B 21.53%
2016-06-30 $0.17B $0.82B 20.86%
2016-03-31 $0.21B $0.84B 24.61%
2015-12-31 $0.24B $0.85B 28.23%
2015-09-30 $0.26B $0.84B 31.90%
2015-06-30 $0.29B $0.85B 35.66%
2015-03-31 $0.31B $0.83B 38.50%
2014-12-31 $0.31B $0.79B 40.78%
2014-09-30 $0.31B $0.79B 41.87%
2014-06-30 $0.31B $0.77B 43.56%
2014-03-31 $0.27B $0.73B 42.28%
2013-12-31 $0.25B $0.69B 41.90%
2013-09-30 $0.23B $0.61B 40.57%
2013-06-30 $0.17B $0.56B 30.63%
2013-03-31 $0.16B $0.55B 28.69%
2012-12-31 $0.15B $0.51B 27.23%
2012-09-30 $0.14B $0.57B 24.73%
2012-06-30 $0.17B $0.57B 30.94%
2012-03-31 $0.18B $0.57B 33.26%
2011-12-31 $0.18B $0.52B 34.22%
2011-09-30 $0.18B $0.52B 36.58%
2011-06-30 $0.18B $0.52B 38.83%
2011-03-31 $0.17B $0.50B 38.26%
2010-12-31 $0.16B $0.46B 38.27%
2010-09-30 $0.14B $0.42B 37.09%
2010-06-30 $0.14B $0.38B 36.68%
2010-03-31 $0.13B $0.39B 34.75%
2009-12-31 $0.10B $0.37B 30.30%
2009-09-30 $0.07B $0.35B 21.15%
2009-06-30 $0.07B $0.33B 20.80%
2009-03-31 $0.08B $0.33B 23.58%
2008-12-31 $0.10B $0.32B 26.39%
2008-09-30 $0.13B $0.37B 34.89%
2008-06-30 $0.13B $0.38B 37.33%
2008-03-31 $0.13B $0.37B 39.68%
2007-12-31 $0.13B $0.38B 45.20%
2007-09-30 $0.12B $0.26B 49.49%
2007-06-30 $0.11B $0.25B 48.46%
2007-03-31 $0.05B $0.23B 22.22%
2006-12-31 $0.05B $0.25B 19.71%
2006-09-30 $0.04B $0.22B 15.48%
2006-06-30 $0.04B $0.22B 15.35%
2006-03-31 $0.06B $0.27B 26.42%
2005-12-31 $0.06B $0.25B 26.70%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $0.986B $1.070B
Waddell & Reed, is the exclusive underwriter and distributor of 41 mutual fund portfolios, including 18 comprising Waddell & Reed Advisors Funds (formerly the United Group of Mutual Funds) and 12 comprising W&R Funds (formerly Waddell & Reed Funds, Inc.). The remaining 11 portfolios comprise the W&R Target Funds, which serve as the underlying investment portfolios for variable annuities and variable life insurance products underwritten by United Investors Life Insurance Company and distributed by Waddell & Reed.
Stock Name Country Market Cap PE Ratio
BlackRock (BLK) United States $85.239B 19.39
Blackstone Group Inc/The (BX) United States $35.852B 22.97
T Rowe Price (TROW) United States $29.156B 15.90
KKR (KKR) United States $19.100B 19.99
Ameriprise Financial (AMP) United States $18.105B 8.26
Principal Financial (PFG) United States $11.464B 7.88
Apollo Global Management, LLC (APO) United States $11.259B 19.14
SCHRODERS (SHNWF) United Kingdom $10.608B 0.00
Franklin Resources (BEN) United States $10.332B 7.96
Ares Management (ARES) United States $9.671B 21.58
Hargreaves Lansdown (HRGLY) United Kingdom $9.351B 0.00
SEI Investments (SEIC) United States $8.175B 17.06
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $5.191B 5.82
Invesco (IVZ) United States $4.873B 4.56
Legg Mason (LM) United States $4.428B 13.27
ONEX (ONEXF) Canada $4.352B 0.00
Eaton Vance (EV) United States $4.250B 10.63
Janus Capital (JHG) United Kingdom $3.752B 8.12
ASHMORE GROUP (AJMPF) United Kingdom $3.685B 0.00
Hamilton Lane (HLNE) United States $3.480B 32.95
Affiliated Managers (AMG) United States $3.419B 5.11
Fidelity National Financial (CNNE) United States $3.126B 3.96
Cohen & Steers Inc (CNS) United States $3.112B 24.86
Lazard (LAZ) Bermuda $2.973B 9.50
AllianceBernstein Holding (AB) United States $2.647B 10.10
Artisan Partners Asset Management (APAM) United States $2.573B 11.78
Focus Financial Partners (FOCS) United States $2.422B 14.04
Federated Hermes (FHI) United States $2.200B 7.84
Noah Holdings (NOAH) China $2.145B 15.42
AssetMark Financial Holdings (AMK) United States $1.997B 57.46
Prospect Capital (PSEC) United States $1.780B 6.43
AMTD (HKIB) Hong Kong, SAR China $1.545B 0.00
Seaspan (ATCO) Hong Kong, SAR China $1.532B 8.26
Fairfax India Holdings (FFXDF) Canada $1.244B 163.08
Victory Capital Holdings (VCTR) United States $1.206B 5.92
BrightSphere Investment Group (BSIG) United Kingdom $0.981B 6.85
Virtus Investment Partners (VRTS) United States $0.955B 8.11
SPROTT INC (SII) Canada $0.951B 0.00
Associated Capital (AC) United States $0.839B 0.00
Och-Ziff Capital Management Group LLC (SCU) United States $0.708B 6.75
Puyi (PUYI) China $0.357B 0.00
Pzena Investment Management Inc (PZN) United States $0.352B 8.63
Gamco Investors (GBL) United States $0.350B 4.42
PennantPark Floating Rate Capital (PFLT) United States $0.323B 7.12
Value Line (VALU) United States $0.245B 16.24
America First Multifamily Investors (ATAX) United States $0.239B 10.40
Capital Southwest (CSWC) United States $0.234B 8.18
Silvercrest Asset Management Group (SAMG) United States $0.174B 9.17
Eagle Point Credit (ECC) United States $0.164B 5.26
Monroe Capital (MRCC) United States $0.131B 4.59
Westwood Holdings Group Inc (WHG) United States $0.118B 13.65
Great Elm Capital (GEC) United States $0.060B 0.00
Hennessy Advisors (HNNA) United States $0.059B 6.35
Jupai Holdings (JP) China $0.056B 0.00
KCAP Financial (PTMN) United States $0.050B 5.60
Puhui Wealth Investment Management (PHCF) China $0.047B 0.00
Manning & Napier (MN) United States $0.045B 18.27
Great Elm Capital (GECC) United States $0.041B 3.89
Medley Capital (MCC) United States $0.036B 0.00
U.S Global Investors (GROW) United States $0.036B 0.00
Ashford (AINC) United States $0.025B 1.60
Altisource Asset Management Corp (AAMC) United States $0.025B 0.00
Harvest Capital Credit (HCAP) United States $0.024B 6.04
China Rapid Finance (XRF) China $0.019B 0.00
Medley Management (MDLY) United States $0.004B 0.00