Compare · IBKR vs WDR
IBKR vs WDR
Side-by-side comparison of Interactive Brokers Group Inc. (IBKR) and Waddell & Reed Financial, Inc. (WDR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both IBKR and WDR operate in Investment Bankers/Brokers/Service (Finance), so they compete in similar markets.
- IBKR carries a market cap of $148.18B.
- IBKR has hit the wire 10 times in the past 4 weeks while WDR has been quiet.
- IBKR has more recent analyst coverage (15 ratings vs 0 for WDR).
- Company
- Interactive Brokers Group Inc.
- Waddell & Reed Financial, Inc.
- Price
- $87.32+3.48%
- $24.98-0.06%
- Market cap
- $148.18B
- -
- 1M return
- +4.32%
- -
- 1Y return
- +70.65%
- -
- Industry
- Investment Bankers/Brokers/Service
- Investment Bankers/Brokers/Service
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- 1998
- News (4w)
- 10
- 0
- Recent ratings
- 15
- 0
Interactive Brokers Group Inc.
Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. It specializes in executing and clearing trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, and exchange traded funds (ETFs). The company custodies and services accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, it offers custody, prime brokerage, securities, and margin lending services. The company serves institutional and individual customers through approximately 135 electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.
Latest IBKR
- Wolfe Research initiated coverage on Interactive Brokers with a new price target
- Interactive Brokers Offers Eligible Clients Access to the Space Exploration Technologies Corp Initial Public Offering
- Director Conkling Lori A bought $2,152 worth of shares (25 units at $86.10), increasing direct ownership by 1% to 2,484 units (SEC Form 4)
- Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for May 2026, includes Reg.-NMS Execution Statistics
- Interactive Brokers Integrates AI into Client Portfolios – Informed by Agentic Technology, Controlled by the Client
- Chief Financial Officer Brody Paul Jonathan covered exercise/tax liability with 82,920 shares, decreasing direct ownership by 3% to 2,856,806 units (SEC Form 4)
- Executive Vice President Frank Thomas Aj covered exercise/tax liability with 31,730 shares, decreasing direct ownership by 11% to 251,518 units (SEC Form 4)
- Chief Executive Officer Galik Milan covered exercise/tax liability with 255,039 shares, decreasing direct ownership by 7% to 3,215,389 units (SEC Form 4)
- Chief Accounting Officer Mendonca Denis covered exercise/tax liability with 11,157 shares, decreasing direct ownership by 7% to 145,071 units (SEC Form 4)
- Vice Chairman Nemser Earl H covered exercise/tax liability with 22,486 shares, decreasing direct ownership by 5% to 429,344 units (SEC Form 4)
Latest WDR
- SEC Form 15-12B filed by Waddell & Reed Financial, Inc.
- SEC Form 13F-HR filed by Waddell & Reed Financial, Inc.
- SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.
- SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.
- SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.
- SEC Form S-8 POS filed by Waddell & Reed Financial, Inc.
- SEC Form 25-NSE filed by Waddell & Reed Financial, Inc.
- SEC Form 4: WALTON JERRY W returned 76,831 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units
- SEC Form 4: Scupham Amy J. returned 71,044 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units
- SEC Form 4: Sanders Philip James returned 736,496 units of Class A Common to the company, decreasing direct ownership by 100% to 0 units