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Charles Schwab vs WisdomTree: how alike they voted, 2023-2024

90.4% When both took a single position, they voted the same way on 90.4% of 8,534 items (7,712 the same, 822 different). 81 items where at least one of them split its funds are listed separately below. Both voted on 8,615 items in all.

Charles Schwab 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

707 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
OCCIDENTAL PETROLEUM CORP.	May 2, 2024	Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay	Board	Not determined	FOR 15 funds	Split 1 FOR, 9 AGAINST
OLD REPUBLIC INTERNATIONAL CORP.	May 23, 2024	To provide an advisory approval on executive compensation. Say-on-Pay	Board	For	FOR 13 funds	Split 1 FOR, 6 AGAINST
PHILIP MORRIS INTERNATIONAL INC.	May 8, 2024	Advisory Vote Approving Executive Compensation Say-on-Pay	Board	For	FOR 16 funds	Split 1 FOR, 8 AGAINST
REYNOLDS CONSUMER PRODUCTS INC.	April 24, 2024	Election of Directors: Allen P. Hugli Director Elections	Board	For	FOR 13 funds	Split 1 FOR, 6 WITHHOLD
TELEDYNE TECHNOLOGIES INC.	April 24, 2024	Election of directors: Simon M. Lorne Director Elections	Board	For	FOR 13 funds	Split 1 FOR, 4 AGAINST
THE WILLIAMS COMPANIES, INC.	April 30, 2024	Approve, on an Advisory Basis, the Compensation of our Named Executive Officers. Say-on-Pay	Board	For	FOR 16 funds	Split 1 FOR, 8 AGAINST
WEYERHAEUSER CO.	May 10, 2024	Approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay	Board	For	FOR 15 funds	Split 1 FOR, 7 AGAINST

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.