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Westwood Multi-Asset Income Fund (WHGHX) 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)
TickersWHGHX, WSDAX, WWHCX · 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, 15 of its 55 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 85.2% of the time across 27 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 16 | 0 | 0% |
| Workers & human rights | 4 | 0 | 0% |
| Executive pay | 1 | 0 | 0% |
| Corporate governance | 15 | 10 | 66.7% |
| Other social issues | 18 | 3 | 16.7% |
Ballots it voted
Nvidia Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment
Should Nvidia publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST Westwood Multi-Asset Income Fund voted with 6,819 shares
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · open the filing
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 Multi-Asset Income Fund voted with 6,771 shares
“Shareholder Proposal - Energy Supply Ratio.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · open the filing
Intel Corporation · 13 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Intel assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Westwood Multi-Asset Income Fund voted with 15,613 shares
“Stockholder proposal requesting a report on Intel's human rights due diligence process.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · open the filing
Microsoft Corporation · 5 December 2025 · put on the ballot by shareholder · Workforce & human rights
Should Microsoft assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Westwood Multi-Asset Income Fund voted with 1,839 shares
“Report on Data Operations in Human Rights Hotspots”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · 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 Multi-Asset Income Fund voted with 3,060 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 S000072840 · open the filing
Intel Corporation · 13 May 2026 · put on the ballot by shareholder
An enduring policy separating the Chair and CEO roles.
AGAINST Westwood Multi-Asset Income Fund voted with 15,613 shares
“Stockholder proposal requesting an enduring policy separating the Chair and CEO roles.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · open the filing
Gilead Sciences, Inc. · 30 April 2026 · put on the ballot by shareholder
Should the person who runs Gilead Sciences 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 Multi-Asset Income Fund voted with 6,948 shares
“To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · open the filing
Nvidia Corporation · 24 June 2026 · put on the ballot by shareholder · Social
Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.
AGAINST Westwood Multi-Asset Income Fund voted with 6,819 shares
“Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072840 · 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.