Ivy Funds & Delaware Group Equity Funds II Filing

Delaware Group Equity Funds II DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group Equity Funds II
Form TypeDEFA14A
Filed DateOct 6, 2025
Risk Levellow
Pages1
Reading Time1 min
Sentimentneutral

Sentiment: neutral

Topics: regulatory-filing, proxy-statement, fund-management

TL;DR

Ivy Funds & Delaware Group Equity Funds II filed DEFA14A on 10/6/25. Old names: Waddell & Reed.

AI Summary

This DEFA14A filing concerns the Delaware Group Equity Funds II, with Ivy Funds and Delaware Group Income Funds listed as filers. The filing, submitted on October 6, 2025, relates to the 1934 Securities Exchange Act and involves companies previously known as Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc. The business and mailing addresses for these entities are located at 100 Independence Street, Philadelphia, PA.

Why It Matters

This filing provides important regulatory information for investors in the Delaware Group Equity Funds II, detailing corporate structure and historical name changes.

Risk Assessment

Risk Level: low — This filing is a routine regulatory disclosure (DEFA14A) and does not appear to contain information indicating significant financial risk.

Key Players & Entities

  • DELAWARE GROUP EQUITY FUNDS II (company) — Filing entity
  • IVY FUNDS (company) — Filer
  • DELAWARE GROUP INCOME FUNDS (company) — Filer
  • WADDELL & REED FUNDS INC (company) — Former company name
  • 100 INDEPENDENCE STREET (location) — Business and mailing address

FAQ

What is the primary purpose of a DEFA14A filing?

A DEFA14A filing is a Schedule 14A Proxy Statement filed with the SEC, typically used to solicit shareholder proxies for annual or special meetings.

When was this filing submitted?

This filing was submitted on October 6, 2025.

What are some of the former names of the entities involved?

The entities involved were formerly known as Ivy Funds Inc., W&R Funds Inc., Waddell & Reed Funds Inc., Delaware Group Income Funds Inc., Delaware Group Delchester High Yield Bond Fund Inc., and Delchester Bond Fund Inc.

What is the business address listed for the filers?

The business address listed is 100 Independence Street, Philadelphia, PA 19106-2354.

Which SEC Act does this filing fall under?

This filing falls under the 1934 Act.

Filing Stats: 313 words · 1 min read · ~1 pages · Grade level 10.2 · Accepted 2025-10-06 13:03:03

Filing Documents

From the Filing

14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. __) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to Sec. 240.14a-11(c) or Sec. 240.14a-12 Delaware Group Adviser Funds Delaware Group Equity Funds II Delaware Group Equity Funds IV Delaware Group Equity Funds V Delaware Group Government Fund Delaware Group Income Funds Delaware Group Limited-Term Government Funds Delaware Group State Tax-Free Income Trust Delaware Group Tax-Free Fund Ivy Funds Voyageur Mutual Funds Voyageur Mutual Funds II (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. 1. Title of each class of securities to which transaction applies: 2. Aggregate number of securities to which transaction applies: 3. Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): 4. Proposed maximum aggregate value of transaction: 5. Total fee paid: [ ] Fee paid previously with preliminary proxy materials. [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1. Amount Previously Paid: 2. Form, Schedule or Registration Statement No.: 3. Filing Party: 4. Date Filed:

View Full Filing

View this DEFA14A filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.