Ivy Funds Proxy Filing: Corporate History Revealed

Ivy Funds DEFA14A Filing Summary
FieldDetail
CompanyIvy Funds
Form TypeDEFA14A
Filed DateOct 20, 2025
Risk Levellow
Pages3
Reading Time3 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-filing, corporate-history, sec-filing

TL;DR

Ivy Funds DEFA14A filed 10/20/25 shows historical name changes for Delaware Group Equity Funds IV & V.

AI Summary

Ivy Funds filed a DEFA14A on October 20, 2025, detailing proxy information. The filing includes data for Delaware Group Equity Funds IV and V, with business addresses at 610 Market Street, Philadelphia, PA. These entities have undergone several name changes over the years, reflecting corporate restructuring.

Why It Matters

This filing provides a historical overview of corporate name changes and entity structures for Ivy Funds and its related Delaware Group funds, offering insight into their evolution.

Risk Assessment

Risk Level: low — This filing is a routine proxy statement and does not contain information that suggests immediate financial risk.

Key Numbers

  • 20251020 — Filing Date (Date the DEFA14A was filed.)
  • 0331 — Fiscal Year End (Indicates the end of the fiscal year for the listed entities.)

Key Players & Entities

  • IVY FUNDS (company) — Filer
  • DELAWARE GROUP EQUITY FUNDS IV (company) — Filer
  • DELAWARE GROUP EQUITY FUNDS V (company) — Filer
  • 610 MARKET STREET (location) — Business Address
  • PHILADELPHIA, PA (location) — Business Address

FAQ

What is the primary purpose of a DEFA14A filing?

A DEFA14A filing is a Schedule 14A Proxy Statement filed with the SEC, used to solicit shareholder votes on important corporate matters.

When was this specific DEFA14A filing made by Ivy Funds?

This DEFA14A filing was made on October 20, 2025.

What other entities are listed alongside Ivy Funds in this filing?

The filing also includes information for Delaware Group Equity Funds IV and Delaware Group Equity Funds V.

What is the business address provided for these entities?

The business address listed is 100 Independence Street and 610 Market Street, Philadelphia, PA.

Has Ivy Funds or its related entities undergone name changes?

Yes, the filing indicates several former company names and dates of name changes for Ivy Funds (formerly Waddell & Reed Funds Inc.) and Delaware Group Equity Funds IV (formerly Delaware Group Delcap Fund Inc.).

Filing Stats: 870 words · 3 min read · ~3 pages · Grade level 8.8 · Accepted 2025-10-20 13:13:26

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 IV Delaware Group Equity Funds V Delaware Group Income Funds 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: It is important that we speak with you. Please call toll-free (866) 829-0541 . At the time of the call, please have your control number ready listed on your voting information form. IMPORTANT NOTICE – SECOND REQUEST Dear Shareholder: Recently, we have sent you materials about your investment in the Macquarie Funds and as a shareholder, your voice matters. Please call today – it only takes a moment, and you won't receive further mailings or emails once your vote is recorded. We have tried unsuccessfully to contact you by mail and/or email for a response. This matter pertains to a time-sensitive initiative for your Fund. Your response is critical to the success of this initiative. The shareholder meeting was originally scheduled for September 10, 2025. Due to insufficient votes, the meeting will be adjourned again. Please call EQ Fund Solutions toll-free at (866) 829-0541 available Monday through Friday from 9:00am to 11:00pm Eastern Time and Saturday and Sunday from 11:00am to 7:00pm Eastern Time. We look forward to your call. There is no confidential information required. At the time of the call, please have your control number ready listed on your voting information form. Thank you for being a valued member of the Macquarie Funds family. Macquarie Funds, 100 Independence 610 Market Street Philadelphia, Pennsylvania 19106-2354 macquarie.com/USfunds It is important that we speak with you. Please call toll-free (866) 829-0541 . At the time of the call, please have your control number ready listed on your voting information form. IMPORTANT NOTICE – THIRD REQUEST Dear Shareholder: Recently, we have sent you materials about your investment in the Macquarie Funds and as a shareholder, your voice matters. Please call today – it only takes a moment, and you won't receive further mailings or emails once your vote is recorded. We have tried unsuccessfully to contact you by mail and/or email for a response. This matter pertains to a time-sensitive initiative for your Fund. Your response is critical to the success of this initiative. The shareholder meeting was originally scheduled for September 10, 2025. Due to insufficient votes, the meeting will be adjourned again. Please call EQ Fund Solutions toll-free at (866) 829-0541 available Monday through Friday from 9:00am to 11:00pm Eastern Time and Saturday and Sunday from 11:00am to 7:00pm Eastern Time. We look forward to your call. There is no confidential information required. At the time of the call, please have your control number ready listed on your voting information form. Thank you for being a valued member of the Macquarie Funds family. Macquarie Funds, 100 Independence 610 Market Street Philadelphia, Pennsylvania 19106-2354 macquarie.com/USfunds The [ ] special shareholder meeting has been further adjourned to [ ]. We were wondering if [ ] might be able to formally note that they ABSTAIN, which is neither voting FOR or AGAINST. Any votes will be helpful to establish participation to hold the meeting and avoid another adjournment. INITIAL MESSAGE: "Hello. The Macquarie Funds Special Meeting of Shareholders has once again been adjourned to [ ]. Pleas

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