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Wela Strategies, Inc.
institutional manager voting report
- Vote records reported
- 145year to 30 June 2025
- Against management
- 37.1%53 of 143 marked votes
- Say-on-pay support
- 61.9%for, of for + against + abstain
- Shareholder-proposal support
- not reportednot reported by managers
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2025, Wela Strategies, Inc. reported 145 vote records on Form N-PX. 53 of the 143 votes that were marked for or against management went against management: 37.1%, 29.5 percentage points above the median institutional manager (7.5%).
Weighted by the number of shares voted, the against-management share is 32.5%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 61.9% of the section 14A say-on-pay items it reported (the median institutional manager: 91.3%).
By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (37.1% of 143).
It reported 198 shares out on loan at record dates, 0.16% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 2,562 institutional managers with at least 25 vote records in the season.
| year to 30 June 2025 | This filer | Median institutional manager | All filers pooled |
|---|---|---|---|
| Against-management share | 37.1% | 7.5% | 9.7% |
| Say-on-pay support rate | 61.9% | 91.3% | 84.3% |
| Shareholder-proposal support rate | not reported | 17.6% | 33.0% |
| Shares on loan, share of shares held | 0.16% | 0.00% | 2.20% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| SECTION 14A SAY-ON-PAY VOTES | 145 | 86 | 53 | 37.1% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 133 | 35.6% | 62.3% | not reported | |
| year to 30 June 2025 | 145 | 37.1% | 61.9% | not reported |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Wela Strategies, Inc. voted against management on 50 of the 135 it marked either way (37.0%) in the year to 30 June 2025. The 40 companies with the most reporting filers are listed.
A further 2 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.
- Microsoft Corporation 10 Dec 2024
- NVIDIA Corporation 25 Jun 2025
- Apple Inc. 25 Feb 2025
- UnitedHealth Group Incorporated 2 Jun 2025
- Johnson & Johnson 24 Apr 2025
- Merck & Co., Inc. 27 May 2025
- The Procter & Gamble Company 8 Oct 2024
- Netflix, Inc. 5 Jun 2025
- CHEVRON CORPORATION 28 May 2025
- PEPSICO, INC. 7 May 2025
- Adobe Inc. 22 Apr 2025
- Oracle Corporation 14 Nov 2024
- Pfizer Inc. 24 Apr 2025
- McDonald's Corporation 20 May 2025
- Comcast Corporation 18 Jun 2025
- Amgen Inc. 23 May 2025
- ConocoPhillips 13 May 2025
- GE Aerospace 6 May 2025
- NIKE, Inc. 10 Sep 2024
- Advanced Micro Devices, Inc. 14 May 2025
- Intel Corporation 6 May 2025
- Target Corporation 11 Jun 2025
- United Parcel Service, Inc. 8 May 2025
- CVS Health Corporation 15 May 2025
- THE BOEING COMPANY 24 Apr 2025
- GE HEALTHCARE TECHNOLOGIES INC. 28 May 2025
- Vertex Pharmaceuticals Incorporated 14 May 2025
- Carrier Global Corporation 9 Apr 2025
- CSX Corporation 7 May 2025
- WARNER BROS. DISCOVERY, INC. 2 Jun 2025
- Otis Worldwide Corporation 15 May 2025
- Valero Energy Corporation 6 May 2025
- Airbnb, Inc. 4 Jun 2025
- Newmont Corporation 30 Apr 2025
- Conagra Brands, Inc. 18 Sep 2024
- Moderna, Inc. 30 Apr 2025
- Rivian Automotive, Inc. 18 Jun 2025
- LKQ Corporation 7 May 2025
- Graco Inc. 25 Apr 2025
- FMC Corporation 29 Apr 2025
Shareholder proposals it supported
Institutional managers report say-on-pay votes only, so no shareholder proposals appear here.
Shares on loan
Wela Strategies, Inc. reported 198 shares on loan at record dates against 125,172 shares voted: 0.16% of the two together. Median institutional manager: 0.00%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 24 Jul 2025 accession 0001644329-25-000002
- Every N-PX filing by this filer on EDGAR
Questions
How did Wela Strategies, Inc. vote on executive pay?
In the year to 30 June 2025 Wela Strategies, Inc. reported 139 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 86 were for (61.9%), 53 against and 0 abstentions. Counting one item per company meeting, it voted against management on 50 of the 135 say-on-pay items it marked either way. A further 2 say-on-pay items were reported without a management mark and are not counted in that figure.
How often does Wela Strategies, Inc. vote against management?
37.1% of the time in the year to 30 June 2025: 53 of the 143 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 30 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Wela Strategies, Inc. (filer no. 1644329), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.