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Westwood Quality Smidcap Fund (WWSMX) 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)
TickersWWSMX, WHGMX · 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. On management's own executive pay resolutions, this fund voted in favour 95.7% of the time across 46 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 2 | 1 | 50% |
| Corporate governance | 5 | 5 | 100% |
| Other social issues | 1 | 1 | 100% |
Ballots it voted
Bj'S Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder · Climate & environment
Should Bj's Wholesale Club Holdings 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.
FOR Westwood Quality Smidcap Fund voted with 22,941 shares
“Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072843 · open the filing
Bj'S Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder · Climate & environment
A report on deforestation in the company's own-brand supply chain
AGAINST Westwood Quality Smidcap Fund voted with 22,941 shares
“Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072843 · open the filing
the Timken Company · 8 May 2026 · put on the ballot by shareholder
Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest percentage of shareholders, as governed by state law, the power to call a special shareholder meeting.
FOR Westwood Quality Smidcap Fund voted with 23,016 shares
“Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest perc”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072843 · open the filing
Bj'S Wholesale Club Holdings, Inc. · 18 June 2026 · put on the ballot by shareholder
Adopting a majority voting standard
FOR Westwood Quality Smidcap Fund voted with 22,941 shares
“Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072843 · open the filing
Marex Group Plc · 21 May 2026 · put on the ballot by shareholder · Social
To authorise the Company to make political donations
FOR Westwood Quality Smidcap Fund voted with 43,862 shares
“To authorise the Company to make political donations”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072843 · 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.