Waddell & Reed Financial, Inc. Announces March 31, 2019 Assets Under Management

Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $71.7 billion for the month ended March 31, 2019, compared to $71.6 billion on February 28, 2019.

               
Assets Under Management
($ in Millions)
Preliminary
Month Ended March 31, 2019
Retail Institutional Total
 
Beginning assets $ 67,565 $ 4,075 $ 71,640
Net flows (656 ) (79 ) (735 )
Market action   692     57     749  
Ending assets $ 67,601   $ 4,053   $ 71,654  
 

Cautionary Statement

The preliminary information included in this news release reflects management’s estimate based on currently available information. Estimates are subject to change. Accordingly, you should not place undue reliance upon this preliminary information.

About the Company

Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and financial planning services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel (encompassing broker/dealer, retirement, and registered investment advisors), our broker-dealer channel (through independent financial advisors), and our Institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships). For more information, visit ir.waddell.com.

Investor Contact:
Michael Daley,
VP,┬áCorporate Controller & Investor Relations, (913) 236-1795, [email protected]

Mutual
Fund Investor Contact:

Call (888) WADDELL, or visit www.waddell.com
or www.ivyfunds.com.