Waddell & Associates
$2.0B 13F equity value
586 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Waddell & Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FDX | FEDEX CORP | 1,370,434 | $429M | 21.2% |
| PAVE | GLOBAL X FDS | 1,964,140 | $116M | 5.7% |
| FNDA | SCHWAB STRATEGIC TR | 2,896,380 | $110M | 5.5% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 154,726 | $109M | 5.4% |
| FDXF | FEDEX FGHT HLDG CO INC | 685,166 | $103M | 5.1% |
| DGRW | WISDOMTREE TR | 1,037,498 | $99M | 4.9% |
| GCOW | PACER FDS TR | 2,059,834 | $89M | 4.4% |
| AUSF | GLOBAL X FDS | 1,718,420 | $84M | 4.2% |
| SCHK | SCHWAB STRATEGIC TR | 2,144,798 | $77M | 3.8% |
| IEFA | ISHARES TR | 654,514 | $63M | 3.1% |
Track Waddell & Associates's 13F portfolio: $2.0B in reported holdings, 586 positions. Top holdings and quarterly changes on SentiSense.
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