Delaware Pooled Trust Filing: Ivy Funds & Delaware Group
| Field | Detail |
|---|---|
| Company | Delaware Pooled Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 15, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, corporate-history, investment-funds
TL;DR
Ivy Funds & Delaware Group Adviser Funds filed DEFA14A on 7/15/25, detailing corporate history & structure.
AI Summary
This DEFA14A filing concerns the Delaware Pooled Trust, with Ivy Funds and Delaware Group Adviser Funds listed as filers. The filing, submitted on July 15, 2025, relates to the 1934 Act and includes information on the companies' incorporation in Delaware and their fiscal year ends. Previous names for Ivy Funds include Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc., with name changes occurring between 1992 and 2003. Delaware Group Adviser Funds was formerly known as Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Advisor Funds Inc., with name changes dating back to 1993.
Why It Matters
This filing provides essential corporate identity and historical information for investment entities, which is crucial for investors and regulators to track the evolution and structure of these funds.
Risk Assessment
Risk Level: low — This filing is a routine disclosure (DEFA14A) and does not appear to contain information indicating significant financial or operational risks.
Key Players & Entities
- DELAWARE POOLED TRUST (company) — Filing subject
- IVY FUNDS (company) — Filer
- DELAWARE GROUP ADVISER FUNDS (company) — Filer
- 100 INDEPENDENCE STREET (company) — Business Address
- 610 MARKET STREET (company) — Business Address
- PHILADELPHIA (company) — Business Address City
- PA (company) — Business Address State
- 19106-2354 (company) — Business Address Zip
- 18005231918 (company) — Business Phone
- IVY FUNDS INC (company) — Former Company Name
FAQ
What is the filing type and date?
The filing type is DEFA14A, and it was filed on July 15, 2025.
Who are the primary filers mentioned in this document?
The primary filers mentioned are Ivy Funds and Delaware Group Adviser Funds.
What is the business address for Ivy Funds and Delaware Group Adviser Funds?
The business address for both is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What were some of the previous names for Ivy Funds?
Previous names for Ivy Funds include Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc.
What is the SEC Act associated with this filing?
The SEC Act associated with this filing is the 1934 Act.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 15, 2025 regarding DELAWARE POOLED TRUST.