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Equitable vs Russell Investments: how alike they voted, 2023-2024

94.5% When both took a single position, they voted the same way on 94.5% of 9,921 items (9,376 the same, 545 different). 1,340 items where at least one of them split its funds are listed separately below. Both voted on 11,261 items in all.

Equitable 2023-2024 · Russell Investments 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	11,261	9,376	545	1,340	94.5%	90.8%
Board proposals	9,991	8,648	402	941	95.6%	92.8%
E&S shareholder proposals	317	98	14	205	87.5%	73.7%
Other items	953	630	129	194	83.0%	75.8%

Where they did not vote alike

Everything Voted differently Split votes

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

205 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	Equitable	Russell Investments
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 19 AGAINST	FOR 5 funds
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 19 AGAINST	FOR 5 funds
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues	Shareholder (E&S)	Against	Split 9 FOR, 10 AGAINST	AGAINST 5 funds
WINGSTOP INC.	May 23, 2024	Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate	Shareholder (E&S)	Against	Split 3 FOR, 5 AGAINST	FOR 5 funds
YUM! BRANDS INC.	May 16, 2024	Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate	Shareholder (E&S)	Against	Split 2 FOR, 23 AGAINST	AGAINST 4 funds

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.