On the Record · Waddell & Reed Financial

Waddell & Reed Financial acquisitions, on the record

The businesses Waddell & Reed Financial bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

Business	Deal	When	Value
Advisors Funds into Ivy Funds Word for word“In 2018, we completed the merger of all Advisors Funds into Ivy Funds with substantially similar objectives and strategies, and substantially completed the liquidation of the IGI Funds.” 10-K for 2019	merger	2018	—
wealth management business Word for word“On completion of the merger, Macquarie intends to sell our wealth management business to LPL Holdings, Inc.” 10-K for 2020	agreed divestiture	—	—

Deal filings since 2016

2021-04-30 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
2021-04-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-12-04 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2020-10-21 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2018-02-20 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2017-10-24 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2016-07-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement

Read from Waddell & Reed Financial’s annual reports (10-K for 2020, 10-K for 2019, 10-K for 2018) and the financial data it files with the SEC, as of 2021-02-19. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.