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Advisor Information for WSTCX

Fund Inception07/31/1997
Name of IssuerMacquarie
Fund Advisor(s)Delaware Management Company
Sub-Advisor(s)Macquarie Investment Management Global Limited

Fund Managers for WSTCX

Bradley Warden
Portfolio Manager since 10/01/2016
Bradley J. Warden is senior vice president and portfolio manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. He joined Macquarie Asset Management (MAM) as part of the firm’s April 30, 2021 acquisition (Transaction) of the investment management business of Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company (IICO), the former investment advisor of the Transaction Funds. He joined IICO in 2003 as an investment analyst and became an assistant portfolio manager for investment companies managed by IICO (or its affiliates) in 2014. He took on portfolio management responsibilities in 2016. He earned a bachelor's degree in business administration from Trinity University and an MBA in finance from the University of Texas at Austin.
Gustaf Zinn
Portfolio Manager since 11/15/2021
Gus Zinn is a Senior Vice President of Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mr. Zinn joined Waddell & Reed in June 1998 as an investment analyst. He was named assistant vice president in January 2002. He assumed assistant portfolio manager responsibilities in July 2003 of the Waddell & Reed Advisors Science & Technology Fund, Ivy Funds VIP Science & Technology, and Ivy Science & Technology Fund. He was appointed vice president in January 2004. He was named co-portfolio manager of the Ivy Core, and appointed to be Senior Vice President in 2009.