Home › Asset managers › Compare 2023-2024 › Charles Schwab vs WisdomTree
Charles Schwab 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 8,615 | 7,712 | 822 | 81 | 90.4% | 90.1% |
| Board proposals | 7,736 | 7,029 | 678 | 29 | 91.2% | 90.9% |
| E&S shareholder proposals | 300 | 230 | 27 | 43 | 89.5% | 89.0% |
| Other items | 579 | 453 | 117 | 9 | 79.5% | 79.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
822 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | WisdomTree |
|---|---|---|---|---|---|---|
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| SPROUT SOCIAL INC. | May 22, 2024 | To conduct an advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of SS&C Technologies Holdings, Inc. Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| ST. JOE CO. | May 14, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| STAAR SURGICAL CO. | June 20, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| STARBUCKS CORP. | March 13, 2024 | To approve, on a nonbinding, advisory basis, the compensation paid to Starbucks named executive officers ("say-on-pay"). Say-on-Pay |
Board | Contested | FOR 17 funds |
AGAINST 9 funds |
| STEEL DYNAMICS INC. | May 9, 2024 | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | Not determined | FOR 16 funds |
AGAINST 9 funds |
| STEELCASE INC. | July 12, 2023 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Timothy C. E. Brown Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| STEM INC. | May 29, 2024 | To approve the Stem, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| STEM INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE, BY NON-BINDING ADVISORY VOTE, THE EXECUTIVE COMPENSATION DESCRIBED IN THE STEVEN MADDEN, LTD. PROXY STATEMENT. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| SUN COMMUNITIES INC. | May 14, 2024 | To approve, by a non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 6 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| T. ROWE PRICE ASSOC INC. | May 7, 2024 | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| TARGA RESOURCES CORP. | May 16, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| TARGET HOSPITALITY CORP. | May 23, 2024 | Advisory Vote on Executive Compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TE CONNECTIVITY LTD. | March 13, 2024 | Election of eleven (11) director nominees proposed by the Board of Directors: Heath A. Mitts Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 2 funds |
| TECHTARGET INC. | June 4, 2024 | Election of Directors: Robert D. Burke Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: Kenneth H. Paulus Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | AGAINST 14 funds |
FOR 3 funds |
| TENABLE HOLDINGS INC. | May 22, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| TENET HEALTHCARE CORP. | May 22, 2024 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Dennis Polk Director Elections |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Douglas M. Pasquale Director Elections |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: LeRoy E. Carlson Director Elections |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Michael A. Coke Director Elections |
Board | For | FOR 11 funds |
AGAINST 3 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve the redomestication of Tesla from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to ratify the 100% performance-based stock option award to Elon Musk that was proposed to and approved by our stockholders in 2018. Compensation |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TETRA TECHNOLOGIES INC. | May 21, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To approve, by non-binding advisory vote, the executive compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| THIRD COAST BANCSHARES INC. | May 30, 2024 | To elect four (4) Class B directors: Troy A. Glander Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| THOUGHTWORKS HOLDING INC. | June 4, 2024 | To approve on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TIMBERLAND BANCORP INC. | January 23, 2024 | Advisory (non-binding) approval of the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| TITAN INTERNATIONAL INC. | June 13, 2024 | To approve, in a non-binding advisory vote, the 2023 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| TORRID HOLDINGS INC. | June 6, 2024 | ADVISORY VOTE ON THE COMPENSATION PAID TO THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| TOWNSQUARE MEDIA INC. | May 9, 2024 | Approval of the Amended and Restated Townsquare Media, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Deborah Messemer Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Gunther Bright Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jack Weingart Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Ganendran Sarvananthan Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jack Weingart Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jeffrey Rhodes Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Josh Baumgarten Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 4 funds |
| TRAVELERS COMPANIES INC. | May 15, 2024 | Non-binding vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| TRI POINTE HOMES INC. | April 17, 2024 | Approval, on a non-binding, advisory basis, of the compensation of Tri Pointe Homes, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| TRONOX HOLDINGS PLC | May 8, 2024 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRUEBLUE INC. | May 15, 2024 | To approve, by advisory vote, compensation for our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mike Beebe Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| U.S. BANCORP | April 16, 2024 | An advisory vote to approve the compensation of our executives disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| UBIQUITI INC. | December 7, 2023 | Election of a Director: Robert J. Pera Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Katherine A. Cattanach Director Elections |
Board | For | FOR 18 funds |
AGAINST 5 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To participate in an advisory vote to approve the compensation paid to our Named Executives. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| UMH PROPERTIES INC. | May 29, 2024 | An advisory resolution to approve the compensation of the Company's executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve, on a Nonbinding Advisory Basis, the Compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | AGAINST 14 funds |
FOR 7 funds |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| UNITED STATES LIME & MINERALS INC. | May 2, 2024 | To approve an amendment to the Restated Articles of Incorporation, as amended, to increase the number of shares of authorized common stock from 30,000,000 to 45,000,000. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| UNITY SOFTWARE INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Advisory (nonbinding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Election of twelve directors: Kimberly D. Campos Director Elections |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| UPWORK INC. | June 7, 2024 | Election of Class III directors to serve until the 2027 annual meeting of stockholders: Hayden Brown Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| URBAN EDGE PROPERTIES | May 1, 2024 | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| US FOODS HOLDING CORP. | May 15, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| USANA HEALTH SCIENCES INC. | May 6, 2024 | Approve on an advisory basis the Company's executive compensation, commonly referred to as a "Say on Pay" proposal. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| UWM HOLDINGS CORP. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| VALERO ENERGY CORP. | May 15, 2024 | Advisory vote to approve the 2023 compensation of named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| VALHI INC. | May 23, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Advisory vote to approve named executive office compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 7 funds |
| VICI PROPERTIES INC. | April 30, 2024 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.