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Waddell & Reed 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Waddell & Reed voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

106 proposals. Every shareholder proposal Waddell & Reed backed in 2023-2024 is listed here.

Waddell & Reed, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedWaddell & Reed votedFunds
TJX COMPANIES INC. June 4, 2024 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Lobbying activities report Other Social Issues Shareholder Not determined FOR 1
WALT DISNEY CO. April 3, 2024 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder Not determined FOR 1
WENDY'S CO. May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1

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Built October 25, 2026 from SEC Form N-PX filings.