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Westwood Quality Value Fund (WWLAX) 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)
TickersWWLAX, WWLCX, WHGLX, WHGQX · 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, 21 of its 82 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 84.2% of the time across 38 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 23 | 0 | 0% |
| Workers & human rights | 9 | 0 | 0% |
| Pay equity & inclusion | 1 | 1 | 100% |
| Executive pay | 2 | 1 | 50% |
| Corporate governance | 24 | 16 | 66.7% |
| Other social issues | 23 | 8 | 34.8% |
Ballots it voted
Nextera Energy, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should Nextera Energy 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 Quality Value Fund voted with 48,721 shares
“A proposal entitled ''Paris Agreement Alignment'' requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well bel”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · open the filing
Nextera Energy, Inc. · 21 May 2026 · put on the ballot by shareholder · Climate & environment
Should Nextera Energy 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 Quality Value Fund voted with 48,721 shares
“A proposal entitled ''Report on Net Zero Business Performance Risks'' requesting the Board of Directors of NextEra Energy prepare a report within the next year, evaluating the potential costs and benefits to NextEra Energy created by aggressive emission reduction policies.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · open the filing
Pepsico, Inc. · 6 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Pepsico 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 Quality Value Fund voted with 25,558 shares
“Shareholder Proposal - Report on Human Rights Oversight.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · open the filing
Chevron Corporation · 27 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Chevron 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 Quality Value Fund voted with 19,205 shares
“Commission a Third-Party Report on Human Rights Processes”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · open the filing
Berkshire Hathaway Inc. · 2 May 2026 · put on the ballot by shareholder · Workforce & human rights
That the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries.
FOR Westwood Quality Value Fund voted with 8,847 shares
“Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
FOR Westwood Quality Value Fund voted with 6,746 shares
“A shareholder proposal regarding annual vote regarding executive pay.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Should Meta Platforms report on what its platform costs children?
Shareholders asked for a report on the costs and benefits of the software the company uses to detect child sexual abuse material, and on the effect of its safety and privacy choices on children using the service.
AGAINST Westwood Quality Value Fund voted with 6,746 shares
“A shareholder proposal regarding report on integrating child safety improvements into the executive compensation program.”
SourceUltimus Managers Trust, Form N-PX filed 2026-08-25 · accession 0001580642-26-005609 · series S000072844 · 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 Quality Value Fund voted with 36,988 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 S000072844 · 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.