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As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 2/23/18 Waddell & Reed Financial Inc 10-K 12/31/17 105:16M Toppan Merrill Bridge/FA |
Document/Exhibit Description Pages Size
1: 10-K Annual Report HTML 1.75M
2: EX-4.3 Instrument Defining the Rights of Security Holders HTML 38K
3: EX-10.13 Material Contract HTML 58K
4: EX-10.14 Material Contract HTML 58K
5: EX-10.15 Material Contract HTML 55K
6: EX-10.4 Material Contract HTML 68K
7: EX-10.5 Material Contract HTML 82K
8: EX-10.5.1 Material Contract HTML 66K
10: EX-21 Subsidiaries List HTML 33K
11: EX-23 Consent of Experts or Counsel HTML 30K
12: EX-24 Power of Attorney HTML 39K
9: EX-18 Letter re: Change in Accounting Principles HTML 33K
13: EX-31.1 Certification -- §302 - SOA'02 HTML 39K
14: EX-31.2 Certification -- §302 - SOA'02 HTML 38K
15: EX-32.1 Certification -- §906 - SOA'02 HTML 32K
16: EX-32.2 Certification -- §906 - SOA'02 HTML 32K
23: R1 Document and Entity Information HTML 57K
24: R2 Consolidated Balance Sheets HTML 127K
25: R3 Consolidated Balance Sheets (Parenthetical) HTML 48K
26: R4 Consolidated Statements of Income HTML 82K
27: R5 Consolidated Statements of Income (Parenthetical) HTML 32K
28: R6 Consolidated Statements of Comprehensive Income HTML 49K
29: R7 Consolidated Statements of Comprehensive Income HTML 36K
(Parenthetical)
30: R8 Consolidated Statement of Stockholders? Equity HTML 93K
31: R9 Consolidated Statement of Stockholders? Equity HTML 32K
(Parenthetical)
32: R10 Consolidated Statements of Cash Flows HTML 123K
33: R11 Summary of Significant Accounting Policies HTML 174K
34: R12 New Accounting Guidance HTML 45K
35: R13 Investment Securities HTML 432K
36: R14 Derivative Financial Instruments HTML 69K
37: R15 Property and Equipment HTML 75K
38: R16 Goodwill and Identifiable Intangible Assets HTML 60K
39: R17 Indebtedness HTML 37K
40: R18 Income Taxes HTML 184K
41: R19 Pension Plan and Postretirement Benefits Other HTML 476K
Than Pension
42: R20 Employee Savings Plan HTML 33K
43: R21 Stockholders' Equity HTML 244K
44: R22 Share-Based Compensation HTML 74K
45: R23 Uniform Net Capital Rule Requirements HTML 68K
46: R24 Rental Expense and Lease Commitments HTML 48K
47: R25 Related Party Transactions HTML 53K
48: R26 Contingencies HTML 41K
49: R27 Concentrations of Risk HTML 33K
50: R28 Selected Quarterly Information (Unaudited) HTML 79K
51: R29 Summary of Significant Accounting Policies HTML 221K
(Policies)
52: R30 Summary of Significant Accounting Policies HTML 136K
(Tables)
53: R31 Investment Securities (Tables) HTML 434K
54: R32 Derivative Financial Instruments (Tables) HTML 68K
55: R33 Property and Equipment (Tables) HTML 73K
56: R34 Goodwill and Identifiable Intangible Assets HTML 57K
(Tables)
57: R35 Income Taxes (Tables) HTML 182K
58: R36 Pension Plan and Postretirement Benefits Other HTML 473K
Than Pension (Tables)
59: R37 Stockholders' Equity (Tables) HTML 243K
60: R38 Share-Based Compensation (Tables) HTML 66K
61: R39 Uniform Net Capital Rule Requirements (Tables) HTML 68K
62: R40 Rental Expense and Lease Commitments (Tables) HTML 47K
63: R41 Related Party Transactions (Tables) HTML 51K
64: R42 Selected Quarterly Information (Unaudited) HTML 79K
(Tables)
65: R43 Summary of Significant Accounting Policies - Basis HTML 43K
of Presentation and Consolidation (Details)
66: R44 Summary of Significant Accounting Policies - HTML 97K
Change in Financial Statements (Details)
67: R45 Summary of Significant Accounting Policies - HTML 59K
Summary of property and equipment (Details)
68: R46 Summary of Significant Accounting Policies - HTML 49K
Deferred Sales Commissions and Revenue Recognition
(Details)
69: R47 Summary of Significant Accounting Policies - HTML 32K
Advertising and Promotion (Details)
70: R48 Summary of Significant Accounting Policies - Share HTML 49K
Based Compensation and Accounting for Income Taxes
(Details)
71: R49 Investment Securities - Investment securities HTML 68K
(Details)
72: R50 Investment Securities - Maturity (Details) HTML 62K
73: R51 Investment Securities - Investment securities and HTML 57K
summary of the gains (Losses) Related to
Securities (Details)
74: R52 Investment Securities - Sponsored Privately HTML 61K
Offered Funds (Details)
75: R53 Investment Securities - Available for sale HTML 60K
sponsored funds with fair values below carrying
values (Details)
76: R54 Investment Securities - Consolidated Sponsored and HTML 56K
Sponsored Privately Offered Funds (Details)
77: R55 Investment Securities - Fair value of investment HTML 92K
securities (Details)
78: R56 Derivative Financial Instruments (Details) HTML 49K
79: R57 Property and Equipment (Details) HTML 78K
80: R58 Goodwill and Identifiable Intangible Assets HTML 46K
(Details)
81: R59 Indebtedness (Details) HTML 74K
82: R60 Income Taxes - Provision for income taxes and HTML 74K
reconciliation of statutory federal income tax
rate with effective income tax rate (Details)
83: R61 Income Taxes - Deferred tax liabilities and HTML 90K
deferred tax assets (Details)
84: R62 Income Taxes - Unrecognized tax benefits narrative HTML 41K
(Details)
85: R63 Income Taxes - Reconciliation of unrecognized tax HTML 50K
benefits (Details)
86: R64 Pension Plan and Postretirement Benefits Other HTML 112K
Than Pension - Changes in net funded status,
disclosure of amounts recognized in the balance
sheet, and the assumptions used to determine the
benefit (Details)
87: R65 Pension Plan and Postretirement Benefits Other HTML 43K
Than Pension - Pension plan asset allocation
(Details)
88: R66 Pension Plan and Postretirement Benefits Other HTML 78K
Than Pension - Plan assets fair value (Details)
89: R67 Pension Plan and Postretirement Benefits Other HTML 114K
Than Pension - Components of net periodic costs,
weighted average assumptions, and expected benefit
payments (Details)
90: R68 Pension Plan and Postretirement Benefits Other HTML 72K
Than Pension - Narrative (Details)
91: R69 Employee Savings Plan (Details) HTML 36K
92: R70 Stockholders' Equity - Earnings per share HTML 58K
(Details)
93: R71 Stockholders' Equity - Other comprehensive income HTML 58K
(Loss) Activity (Details)
94: R72 Stockholders' Equity - Reclassifications from HTML 55K
accumulated other comprehensive income (Loss) and
Included in Net Income (Details)
95: R73 Share-Based Compensation - Narrative (Details) HTML 57K
96: R74 Share-Based Compensation - Nonvested share HTML 73K
activity and related fair value (Details)
97: R75 Uniform Net Capital Rule Requirements - Narrative HTML 37K
(Details)
98: R76 Uniform Net Capital Rule Requirements - Net HTML 42K
capital and aggregated indebtedness information
for broker/dealer subsidiaries (Details)
99: R77 Rental Expense and Lease Commitments (Details) HTML 53K
100: R78 Related Party Transactions (Details) HTML 43K
101: R79 Contingencies (Details) HTML 33K
102: R80 Selected Quarterly Information (Unaudited) HTML 41K
(Details)
104: XML IDEA XML File -- Filing Summary XML 179K
103: EXCEL IDEA Workbook of Financial Reports XLSX 117K
17: EX-101.INS XBRL Instance -- wdr-20171231 XML 4.61M
19: EX-101.CAL XBRL Calculations -- wdr-20171231_cal XML 279K
20: EX-101.DEF XBRL Definitions -- wdr-20171231_def XML 650K
21: EX-101.LAB XBRL Labels -- wdr-20171231_lab XML 1.71M
22: EX-101.PRE XBRL Presentations -- wdr-20171231_pre XML 1.19M
18: EX-101.SCH XBRL Schema -- wdr-20171231 XSD 211K
105: ZIP XBRL Zipped Folder -- 0001558370-18-001016-xbrl Zip 269K
 | Download this zipped .zip folder |
| Files: | wdr-20171231.xml wdr-20171231.xsd wdr-20171231_cal.xml wdr-20171231_def.xml wdr-20171231_lab.xml wdr-20171231_pre.xml |
As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 4/29/21 Waddell & Reed Financial Inc. 10-K/A 12/31/20 12:944K Toppan Merrill/FA 2/19/21 Waddell & Reed Financial Inc. 10-K 12/31/20 109:15M Toppan Merrill Bridge/FA |