WADDELL & ASSOCIATES, LLC: 13F holdings
CIK 17767572026Q2
| Positions | 543 |
|---|
| Reported value | $2.0bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 543 (+94 vs prior quarter) |
|---|
| Reported value | $2.0bn (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FDX FEDEX CORP | 1,370,434 | $429.1m | 21.2% |
| PAVE GLOBAL X FDS | 1,964,140 | $115.7m | 5.7% |
| FNDA SCHWAB STRATEGIC TR | 2,896,380 | $110.2m | 5.5% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 154,726 | $108.8m | 5.4% |
| FDXF FEDEX FGHT HLDG CO INC | 685,166 | $103.5m | 5.1% |
| DGRW WISDOMTREE TR | 1,037,498 | $99.2m | 4.9% |
| GCOW PACER FDS TR | 2,059,834 | $89.2m | 4.4% |
| AUSF GLOBAL X FDS | 1,718,420 | $84.0m | 4.2% |
| SCHK SCHWAB STRATEGIC TR | 2,144,798 | $77.3m | 3.8% |
| IEFA ISHARES TR | 654,514 | $63.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776757")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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