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Westwood Income Opportunity Fund (WWICX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Ultimus Managers Trust files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Ultimus Managers Trust on 2026-08-25 · open the filing · vote table (proxytable.xml, 4.1 MB)
TickersWWICX, WHGIX, WWIAX, WHGOX · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. Counted by this fund’s own filing alone, 20 of its 80 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 80.6% of the time across 36 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 23 | 0 | 0% |
| Workers & human rights | 8 | 0 | 0% |
| Executive pay | 2 | 0 | 0% |
| Corporate governance | 23 | 17 | 73.9% |
| Other social issues | 24 | 6 | 25% |
Ballots it voted
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should Wells Fargo disclose what it finances, not just what it emits?
Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.
AGAINST Westwood Income Opportunity Fund voted with 96,053 shares
“Shareholder Proposal - Energy Supply Ratio.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Report on High-Carbon Financing Litigation Risks.
AGAINST Westwood Income Opportunity Fund voted with 96,053 shares
“Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Walmart Inc. · 4 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should Walmart explain how its board oversees the safety of the people who work for it?
Shareholders asked for a report on how health and safety is actually governed — who on the board is accountable, what the company measures, how injuries and fatalities are counted, and whether contractors and temporary workers are covered by the same standards as employees.
AGAINST Westwood Income Opportunity Fund voted with 39,507 shares
“Report on Workplace Health and Safety Governance”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Walmart Inc. · 4 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should Walmart account for how it builds and uses AI?
Shareholders asked for a report on the company’s use of artificial intelligence — where its training data comes from and on what terms, how the board oversees the risk, and what the technology is doing to the accuracy of what users see.
AGAINST Westwood Income Opportunity Fund voted with 39,507 shares
“Report on Workforce Impact of AI and Automation”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Capital One Financial Corporation · 8 May 2026 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before Capital One Financial pays a departing executive?
Shareholders asked the company to seek shareholder approval for any severance package to a senior executive above a set multiple of salary and bonus — so that very large exit payments cannot be agreed by the board alone.
AGAINST Westwood Income Opportunity Fund voted with 23,338 shares
“Stockholder proposal to require a shareholder vote on golden parachute arrangements.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
International Business Machines Corp. · 28 April 2026 · put on the ballot by shareholder · Executive pay
A Change to IBM's Outside Director Stock Ownership Guidelines
AGAINST Westwood Income Opportunity Fund voted with 27,973 shares
“Stockholder Proposal Requesting a Change to IBM's Outside Director Stock Ownership Guidelines”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Lincoln National Corporation · 28 May 2026 · put on the ballot by shareholder
Should the person who runs Lincoln National also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
FOR Westwood Income Opportunity Fund voted with 2,065,000 shares
“Shareholder proposal to amend our governing documents to provide for an independent chairman of the board.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder
Should the person who runs Wells Fargo also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
FOR Westwood Income Opportunity Fund voted with 96,053 shares
“Shareholder Proposal - Request for Board of Directors to Adopt Policy for an Independent Chair.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072841 · open the filing
Other funds Ultimus Managers Trust votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.