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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
35 proposals. Every shareholder proposal Waddell & Reed backed in 2024-2025 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Waddell & Reed voted | Funds |
|---|---|---|---|---|---|---|---|
| Microsoft Corporation | December 10, 2024 | Report on AI Data Sourcing Accountability | Other Social Issues | Shareholder | Against | FOR | 6 |
| Microsoft Corporation | December 10, 2024 | Report on Data Operations in Human Rights Hotspots | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 6 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 5 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight | Other Social Issues | Shareholder | Against | FOR | 5 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies | Other Social Issues | Shareholder | Against | FOR | 5 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 5 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. | Other Social Issues | Shareholder | Against | FOR | 5 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. | Other Social Issues | Shareholder | Against | FOR | 5 |
| Alphabet Inc. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals | Environment or Climate | Shareholder | Against | FOR | 4 |
| BJ's Wholesale Club Holdings, Inc. | June 19, 2025 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 3 |
| Carrier Global Corporation | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report | Other Social Issues | Shareholder | Against | FOR | 2 |
| CoStar Group, Inc. | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. | Other Social Issues | Shareholder | Against | FOR | 2 |
| Crown Holdings, Inc. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 2 |
| Digital Realty Trust, Inc. | June 6, 2025 | A stockholder proposal regarding human right to water, if properly presented. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 2 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. | Environment or Climate | Shareholder | Against | FOR | 2 |
| Old Dominion Freight Line, Inc. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. | Environment or Climate | Shareholder | Against | FOR | 2 |
| Visa Inc. | January 28, 2025 | Shareholder proposal on transparency in lobbying. | Other Social Issues | Shareholder | Against | FOR | 2 |
| Ameren Corporation | May 8, 2025 | SHAREHOLDER PROPOSAL - EVALUATION BY A THIRD-PARTY OF SHORT- AND MEDIUM-TERM GREENHOUSE GAS EMISSIONS REDUCTION TARGETS. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Cadence Design Systems, Inc. | May 8, 2025 | Stockholder proposal regarding political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Darden Restaurants, Inc. | September 18, 2024 | To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Darden Restaurants, Inc. | September 18, 2024 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| DraftKings Inc. | May 19, 2025 | To consider a shareholder proposal regarding board matrix disclosure. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| Knight-Swift Transportation Holdings Inc. | May 13, 2025 | Vote on a stockholder proposal regarding support for transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| L3Harris Technologies, Inc. | April 18, 2025 | Shareholder Proposal titled "Transparency in Lobbying". | Other Social Issues | Shareholder | Against | FOR | 1 |
| Lockheed Martin Corporation | May 9, 2025 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy | Other Social Issues | Shareholder | Against | FOR | 1 |
| NIKE, Inc. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Netflix, Inc. | June 5, 2025 | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Otis Worldwide Corporation | May 15, 2025 | Shareholder proposal regarding reporting on political contributions and expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| SkyWest, Inc. | May 6, 2025 | A shareholder proposal regarding collective bargaining policy. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Sonoco Products Company | April 16, 2025 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Sysco Corporation | November 15, 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Teradyne, Inc. | May 9, 2025 | To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. | Other Social Issues | Shareholder | Against | FOR | 1 |
| The Wendy's Company | May 21, 2025 | Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Wendy's Company | May 21, 2025 | Stockholder proposal regarding worker-driven social responsibility, if properly presented at the Annual Meeting. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Tyler Technologies, Inc. | May 6, 2025 | Shareholder Proposal Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
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Built November 7, 2026 from SEC Form N-PX filings.