Waddell & Associates, LLC
Annual return '25
+9.2%
SPY '25
+17.7%
Alpha
-8.6ptsvs SPY
Invested
$1.8B
Holdings
451
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FDX
FEDEX CORP
Held since at least Q1 2024
28.2%
02
$PAVE
GLOBAL X FDS
Held since at least Q1 2024
5.6%
03
$GCOW
PACER FDS TR
Held since at least Q1 2024
5.4%
04
$MDY
STATE STR SPDR S&P MIDCAP 40
Held since at least Q1 2024
5.3%
05
$FNDA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.3%
06
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
5.1%
07
$AUSF
GLOBAL X FDS
Held since at least Q1 2024
4.6%
08
$SCHK
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.8%
09
$IEFA
ISHARES TR
Held since at least Q1 2024
3.3%
10
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.