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Waddell & Reed Financial Inc. (NYSE:WDR) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Waddell & Reed Financial Inc. (NYSE:WDR) seasonal charts above shows that a Buy Date of October 31 and a Sell Date of February 24 has resulted in a geometric average return of 4.79% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 9.66% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Waddell & Reed is a midsize asset manager that had $66.2 billion in assets under management at the end of October 2020. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 95% of managed assets, is handled through the company’s own registered investment advisors (59% of AUM) and third-party broker/dealers and advisors (36%) in the wholesale channel. Equity-driven strategies account for an estimated 78% of total AUM, with fixed-income (20%) and money market (2%) offerings accounting for the remainder. The company has no discernible reach outside the United States.

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