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Waddell & Reed proxy voting record, 2023-2024

Waddell & Reed reported 19,972 proxy votes on Form N-PX for the 2024 season. On the 15,161 ballot items the board itself put forward — directors, pay, the auditor, capital — it voted FOR 91.6% of the time. On the 713 environmental and social proposals put on the ballot by shareholders, it voted FOR 39.4% of the time.

2023-20242024-20252025-2026

On the board’s own proposals

91.6% FOR of 15,161 fund votes on board proposals in 2023-2024: directors, pay, auditor, capital.

FOR 13,881 AGAINST 838 Abstained or withheld 442

How we count these

On proposals shareholders put on the ballot

39.4% FOR of 713 fund votes on environmental and social proposals shareholders put on the ballot. The board opposed 649.

FOR 281 AGAINST 432 Abstained 0

See the 281 it backed →

How we count these

By proposal type

A single “voted with management” figure makes every manager look the same: director elections are most of the volume and nearly everyone votes FOR them. The record is therefore reported per category, using the category the filer itself put on each item in its N-PX.

Waddell & Reed, 2023-2024. “Decided” is FOR + AGAINST, the denominator of the two percentage columns; abstentions and withheld votes are shown separately and are never inside a percentage. Counted in ballot items — one fund’s vote on one proposal at one meeting — never in shares.
Proposal typePut on the ballot by ItemsDecided Voted FORVoted AGAINST Abstained / withheld
Director Elections Board (73 inferred) 10,275 9,745 94.7% 5.3% 443
Director Elections Shareholders 14 3 100.0% 0.0% 11
Corporate Governance Board 1,914 1,908 93.2% 6.8% 5
Corporate Governance Shareholders 267 263 44.9% 55.1% 4
Say-on-Pay Board (495 inferred) 1,509 1,319 90.5% 9.5% 0
Say-on-Pay Shareholders (6 inferred) 6 3 100.0% 0.0% 0
Compensation Board (16 inferred) 1,262 1,258 87.8% 12.2% 4
Compensation Shareholders 70 70 28.6% 71.4% 0
Audit-related Board 1,279 1,279 99.9% 0.1% 0
Audit-related Shareholders (2 inferred) 28 24 100.0% 0.0% 4
Capital Structure Board 1,149 1,149 94.4% 5.6% 0
Capital Structure Shareholders 17 17 100.0% 0.0% 0
Other Social Issues Board 63 63 96.8% 3.2% 0
Other Social Issues Shareholders 463 463 28.1% 71.9% 0
Environment or Climate Board 35 33 100.0% 0.0% 2
Environment or Climate Shareholders 341 341 20.5% 79.5% 0
Diversity, Equity, and Inclusion Board 20 20 100.0% 0.0% 0
Diversity, Equity, and Inclusion Shareholders 233 233 20.6% 79.4% 0
Human Rights or Human Capital/workforce Board 20 20 100.0% 0.0% 0
Human Rights or Human Capital/workforce Shareholders 167 167 43.7% 56.3% 0
Extraordinary Transactions Board 95 94 95.7% 4.3% 1
Other Board 64 64 100.0% 0.0% 0
Other Shareholders 6 6 50.0% 50.0% 0
Shareholder Rights and Defenses Board 35 33 97.0% 3.0% 2
Shareholder Rights and Defenses Shareholders 18 18 94.4% 5.6% 0

An item the filer put in two categories is counted in both rows, so the rows add up to more than the total. Who put an item on the ballot is decided item by item: the filer’s own answer on Form N-PX (Item 1(h)), or, where the filing does not give one, the proposal’s own wording (592 items, shown as inferred). The two figures above use only part of these rows: the board figure, board proposals on directors, pay, the auditor, capital, transactions and fund matters; the shareholder figure, environmental, social, workforce and diversity shareholder proposals at US-listed companies. How we count these

Every proposal where Waddell & Reed broke with the board (732 distinct proposals) →

What is being counted

The unit is a fund-level observation: one fund’s vote on one proposal at one meeting. It is not a share, not a filing line and not a proposal.
Waddell & Reed filed 19,972 vote records for 2023-2024; after removing votes filed twice in different N-PX filings, that is 18,430 ballot items (fund-level observations) across 1,033 issuer names and 34 funds. They cover 10,026 distinct proposals: one proposal voted by twenty of its funds is twenty ballot items here and one proposal. Proposals are counted per issuer name and meeting, and wordings of the same director nominee are counted once; two different wordings of any other proposal count twice, so this is an upper bound. A fund that reported several directions for the same item is a split vote, counted on its own (see the table below) and not collapsed into the larger direction. “Issuer names” is literal: filers spell the same company several ways and those are counted separately here, so this runs higher than the number of distinct companies.
Share counts are not used anywhere on this page.
Share figures in N-PX carry their own long list of corrections in this dataset, and a share-weighted rate would inherit every one of them. Every percentage here is a count of items.
Abstentions are reported, never hidden inside a percentage.
On the board’s own proposals an abstention or a withheld vote is not support, so it is in the denominator of the FOR figure and not in its numerator. On shareholder proposals an abstention is neither support nor opposition, so it is excluded from the denominator and shown on its own.
281 items are outside both headline figures.
Besides the table rows neither figure uses:
ExcludedItemsWhy
Not voted0 Reported as not voted, take no action or do not vote. No position was expressed, so there is nothing to count.
Other ballot type193 Frequency ballots (one / two / three years) and anything else that is not a FOR, AGAINST, abstention or withhold.
Direction indeterminate0 The fund reported several directions for one ballot item with no shares attached to any of them, so which way it voted cannot be established.
Split vote88 The fund voted its shares in more than one direction on the item (for example some FOR and some AGAINST), the smaller part at least 5% of its shares. It is not collapsed into the larger part.

About this page

Every figure is derived from Form N-PX, the filing in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes). Figures are rebuilt weekly; this page was built on October 18, 2026. The interactive database shows the same votes company by company, including every individual fund.

Waddell & Reed proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.