Delaware Pooled Trust (Ivy Funds) Filing
| Field | Detail |
|---|---|
| Company | Delaware Pooled Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 14, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: regulatory-filing, proxy-statement, mutual-fund
TL;DR
Ivy Funds (formerly Waddell & Reed) filed DEFA14A on 7/14/25. Standard disclosure.
AI Summary
This DEFA14A filing concerns Delaware Pooled Trust, which is part of Ivy Funds. The filing, dated July 14, 2025, relates to the company's operations and regulatory disclosures. Ivy Funds, formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc., has undergone several name changes throughout its history.
Why It Matters
This filing provides essential regulatory information for investors and stakeholders of Ivy Funds, detailing corporate actions and disclosures.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) with no immediate financial implications or significant new information presented.
Key Numbers
- 20250714 — Filing Date (Date the DEFA14A was filed with the SEC)
Key Players & Entities
- DELAWARE POOLED TRUST (company) — Filer of the DEFA14A
- IVY FUNDS (company) — Current name of the filer
- W&R FUNDS INC (company) — Former name of the filer
- WADDELL & REED FUNDS INC (company) — Former name of the filer
- DELAWARE GROUP ADVISER FUNDS (company) — Related entity
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Related entity
- 0001137439-25-000902 (filing_id) — Accession number for the filing
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing, also known as a Definitive Proxy Statement, is used to solicit proxies from shareholders for an annual or special meeting of shareholders.
What are the former names of Ivy Funds mentioned in the filing?
Ivy Funds was formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc.
What is the Central Index Key (CIK) for Ivy Funds?
The Central Index Key (CIK) for Ivy Funds is 0000883622.
What is the business address provided for Ivy Funds?
The business address provided is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What is the fiscal year end for Delaware Group Adviser Funds?
The fiscal year end for Delaware Group Adviser Funds is October 31 (1031).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 14, 2025 regarding DELAWARE POOLED TRUST.