Delaware Pooled Trust Filing Details Corporate History
| Field | Detail |
|---|---|
| Company | Delaware Pooled Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, corporate-structure, fund-management
TL;DR
Ivy Funds' Delaware Pooled Trust filing shows old names & addresses, nothing new for traders.
AI Summary
This DEFA14A filing concerns the Delaware Pooled Trust, which is part of the Ivy Funds group. The filing details the company's structure and addresses, with the primary business and mailing address located at 100 Independence Street, Philadelphia, PA. The filing also lists several former company names and dates of name changes, indicating a history of corporate restructuring.
Why It Matters
This filing provides insight into the corporate lineage and administrative details of investment funds managed by Ivy Funds, which can be relevant for investors tracking fund management changes or corporate structures.
Risk Assessment
Risk Level: low — The filing is a routine disclosure of corporate information and does not contain information that would typically impact stock price or investor risk.
Key Players & Entities
- IVY FUNDS (company) — Filer company name
- DELAWARE GROUP ADVISER FUNDS (company) — Former company name
- 100 INDEPENDENCE STREET (company) — Business address
- PHILADELPHIA (company) — Business city
- 19106-2354 (company) — Business zip code
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing, also known as a definitive proxy statement, is filed with the SEC when a company is soliciting proxies from shareholders for an annual or special meeting of shareholders.
Who is the primary filer in this document?
The primary filer listed is IVY FUNDS, with a Central Index Key of 0000883622.
What is the business address for IVY FUNDS?
The business address for IVY FUNDS is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
What were some of the former names of IVY FUNDS?
Former names for IVY FUNDS include IVY FUNDS INC, W&R FUNDS INC, and WADDELL & REED FUNDS INC.
What is the fiscal year end for IVY FUNDS?
The fiscal year end for IVY FUNDS is March 31 (0331).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 17, 2025 regarding DELAWARE POOLED TRUST.