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Equitable vs AIG/SunAmerica: how alike they voted, 2024-2025

96.5% When both took a single position, they voted the same way on 96.5% of 43,861 items (42,305 the same, 1,556 different). 5,588 items where at least one of them split its funds are listed separately below. Both voted on 49,449 items in all.

Equitable 2024-2025 · AIG/SunAmerica 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 49,44942,3051,556 5,58896.5%91.7%
Board proposals 41,56735,3741,293 4,90096.5%91.7%
E&S shareholder proposals 257188 1681.1%3.1%
Other items 7,6256,930175 52097.5%94.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

520 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableAIG/SunAmerica
VISA INC. January 28, 2025 Shareholder proposal requesting adoption of a new director election resignation governance guideline.
Corporate Governance
Other Against Split
3 FOR, 25 AGAINST
AGAINST
23 funds
VISTA OUTDOOR INC. November 25, 2024 To approve adjournments of the Special Meeting (i) to the extent necessary to ensure that any required supplement or amendment to the accompanying proxy statement/prospectus is provided to the Vista Outdoor stockholders within a reasonable amount of time in advance of the Special Meeting, (ii) to the extent required by a court of competent jurisdiction, (iii) if there are insufficient shares of common stock, par value $0.01 per share, of Vista Outdoor represented to constitute a quorum necessary to conduct the business of the Special Meeting or (iv) to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal.
Corporate Governance
Other For Split
3 FOR, 2 ABSTAIN
FOR
2 funds
VITESSE ENERGY INC. March 5, 2025 The Adjournment Proposal - to approve the adjournment or postponement of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the Stock Issuance Proposal, subject to the provisions of the Arrangement Agreement, dated December 15, 2024, between Vitesse and Lucero.
Corporate Governance
Other For Split
3 FOR, 2 ABSTAIN
FOR
2 funds
WAYSTAR HOLDING CORP June 4, 2025 Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors.
Corporate Governance
Other For Split
4 FOR, 4 AGAINST
AGAINST
2 funds
WEC ENERGY GROUP INC. May 8, 2025 Stockholder proposal to support simple majority vote
Corporate Governance
Other Against Split
12 FOR, 6 AGAINST
FOR
9 funds
WESBANCO INC. December 11, 2024 A proposal to approve the adjournment of the Wesbanco special meeting, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the Wesbanco special meeting to approve the Merger Agreement or the issuance of shares of Wesbanco common stock pursuant to the Merger Agreement in connection with the Merger.
Corporate Governance
Other For Split
3 FOR, 3 ABSTAIN
FOR
3 funds
WESCO INTE May 22, 2025 Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting.
Corporate Governance
Other Not determined Split
4 FOR, 4 AGAINST
FOR
9 funds
WESTPAC BANKING CORP. December 13, 2024 Approve Transition Plan Assessments
Environment or Climate
Other Against AGAINST
9 funds
Split
1 AGAINST, 6 ABSTAIN
WHOLE EARTH BRANDS INC. July 31, 2024 To consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
4 FOR, 2 ABSTAIN
FOR
2 funds
WOOLWORTHS GROUP LTD. October 31, 2024 Approve Farmed Seafood Reporting
Environment or Climate
Other Against Split
4 FOR, 4 AGAINST
ABSTAIN
5 funds
WORKIVA INC. May 29, 2025 Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law.
Director Elections
Other For Split
3 FOR, 5 AGAINST
AGAINST
4 funds
WORLEY LTD. November 21, 2024 Approve the Amendments to the Company's Constitution
Corporate Governance
Other For Split
1 FOR, 1 AGAINST
AGAINST
5 funds
XOMA ROYALTY CORP. May 28, 2025 Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies.
Corporate Governance
Other For Split
2 FOR, 5 AGAINST
AGAINST
3 funds
XYLEM May 13, 2025 Shareholder proposal to lower threshold for shareholders to call special meetings from 25% to 10% of Company stock, if properly presented at the meeting.
Corporate Governance
Other Against Split
7 FOR, 11 AGAINST
FOR
6 funds
YAKULT HONSHA CO. LTD. June 25, 2025 Approve Restricted Stock Plan
Compensation
Other Against Split
4 FOR, 4 AGAINST
FOR
4 funds
ZIMMER BIO May 29, 2025 Approve an amendment to our Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law.
Corporate Governance
Other Not determined Split
19 FOR, 1 AGAINST
FOR
10 funds
ZOETIS INC. May 21, 2025 Shareholder proposal regarding a special shareholder meeting improvement.
Corporate Governance
Other Against Split
1 FOR, 22 AGAINST
AGAINST
13 funds
ZUORA INC. February 13, 2025 To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
4 FOR, 3 ABSTAIN
FOR
2 funds
ZURICH INSURANCE GROUP AG April 9, 2025 APPROVE SUSTAINABILITY REPORT
Other Social Issues
Other For FOR
8 funds
Split
1 FOR, 11 ABSTAIN
ZURICH INSURANCE GROUP AG April 9, 2025 Transact Other Business (Voting)
Corporate Governance
Other For Split
4 AGAINST, 3 ABSTAIN
AGAINST
12 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.