Home › Asset managers › Compare 2024-2025 › Equitable vs Lincoln Financial
Equitable 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 62,871 | 52,114 | 2,383 | 8,374 | 95.6% | 90.5% |
| Board proposals | 53,217 | 43,642 | 2,159 | 7,416 | 95.3% | 89.9% |
| E&S shareholder proposals | 265 | 109 | 4 | 152 | 96.5% | 81.3% |
| Other items | 9,389 | 8,363 | 220 | 806 | 97.4% | 94.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,026 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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Equitable | Lincoln Financial |
|---|---|---|---|---|---|---|
| VITAL FARMS INC. | June 11, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to reflect Delaware law provisions allowing for officer exculpation. Director Elections |
Other | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST |
| 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 |
Split 2 FOR, 1 AGAINST |
| VODAFONE GROUP PLC | July 30, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 1 AGAINST |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 2 FOR, 4 AGAINST |
| WACOM CO. LTD. | June 26, 2025 | Amend Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| WAL-MART DE MEXICO SAB DE CV | April 10, 2025 | APPROVE CONSOLIDATED FINANCIAL STATEMENTS Corporate Governance |
Other | For | FOR 2 funds |
Split 1 AGAINST, 1 ABSTAIN |
| 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 1 fund |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | Split 12 FOR, 6 AGAINST |
Split 10 FOR, 1 AGAINST |
| 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 |
Split 4 FOR, 1 AGAINST |
| 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 |
Split 6 FOR, 5 AGAINST |
| WHITBREAD PLC | June 19, 2025 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| 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 |
AGAINST 1 fund |
| WISE PLC | September 18, 2024 | Authorise the Company to Call General Meeting with Two Weeks' Notice Corporate Governance |
Other | For | FOR 8 funds |
Split 1 FOR, 1 AGAINST |
| WOOLWORTHS GROUP LTD. | October 31, 2024 | Approve Farmed Seafood Reporting Environment or Climate |
Other | Against | Split 4 FOR, 4 AGAINST |
AGAINST 2 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 2 funds |
| WORLEY LTD. | November 21, 2024 | Approve the Amendments to the Company's Constitution Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
AGAINST 1 fund |
| 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 1 fund |
| 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 |
Split 1 FOR, 4 AGAINST |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Amend Articles to Allow Shareholder Meeting Resolutions on Cancellation of Treasury Shares Capital Structure |
Other | Against | FOR 9 funds |
Split 1 FOR, 1 AGAINST |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 4 FOR, 4 AGAINST |
Split 1 FOR, 1 AGAINST |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| ZALANDO SE | May 27, 2025 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2027 Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| 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 9 funds |
| ZOETIS INC. | May 21, 2025 | Shareholder proposal regarding a special shareholder meeting improvement. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 7 AGAINST |
| 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 |
Split 1 FOR, 1 AGAINST |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.