Home › Asset managers › Compare 2024-2025 › Charles Schwab vs WisdomTree
Charles Schwab 2024-2025 · WisdomTree 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 13,081 | 12,001 | 1,013 | 67 | 92.2% | 92.0% |
| Board proposals | 12,207 | 11,216 | 931 | 60 | 92.3% | 92.2% |
| E&S shareholder proposals | 228 | 213 | 10 | 5 | 95.5% | 95.4% |
| Other items | 646 | 572 | 72 | 2 | 88.8% | 88.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
931 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 |
|---|---|---|---|---|---|---|
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | AGAINST 7 funds |
FOR 4 funds |
| STOCK YARDS BANCORP INC. | April 24, 2025 | Election of Directors: Philip S. Poindexter Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| STONEX GROUP INC. | March 5, 2025 | Election of Directors: Eric Parthemore Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| SUN COMMUNITIES INC. | May 13, 2025 | To approve, by a non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| SUNCOKE ENERGY INC. | May 15, 2025 | To hold a non-binding advisory vote to approve the compensation of the Company's named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: John A. Deane Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Teresa DeLuca, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Wayne S. DeVeydt Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: James L. Whims Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SYNAPTICS INC. | October 29, 2024 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SYNCHRONY FINANCIAL | June 17, 2025 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers. Corporate Governance |
Board | For | FOR 15 funds |
AGAINST 9 funds |
| TACTILE SYSTEMS TECHNOLOGY INC. | May 7, 2025 | Approve, on an advisory basis, the 2024 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TALOS ENERGY INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the Company's Named Executive Officers' compensation for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| TARGA RESO | May 20, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | Not determined | FOR 14 funds |
AGAINST 8 funds |
| TD SYNNEX CORP. | April 2, 2025 | Election of Directors: Dennis Polk Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| TD SYNNEX CORP. | April 2, 2025 | Election of Directors: Nayaki Nayyar Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| TECHNIPFMC PLC | April 25, 2025 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2024 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2025 Annual General Meeting of Shareholders Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| TEGNA INC. | May 21, 2025 | COMPANY PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| TENABLE HOLDINGS INC. | May 14, 2025 | 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 6 funds |
AGAINST 4 funds |
| TENABLE HOLDINGS INC. | May 14, 2025 | To elect the Board of Directors' nominees Linda Zecher Higgins and Niloofar Razi Howe, to the Board of Directors to hold office until the 2028 Annual Meeting of Stockholders: Linda Zecher Higgins Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| TERADATA CORP. | May 15, 2025 | Approval of the Teradata 2023 Stock Incentive Plan, as Amended and Restated. Compensation |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| TETRA TECHNOLOGIES INC. | June 12, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TEXAS INSTRUMENTS INC. | April 17, 2025 | Board proposal regarding advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To approve, by non-binding advisory vote, the executive compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | AGAINST 14 funds |
FOR 6 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: JOHN P. RINGENBACH Director Elections |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| THE TIMKEN COMPANY | May 2, 2025 | Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| THE WESTERN UNION COMPANY | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| TITAN INTERNATIONAL INC. | June 11, 2025 | To approve, in a non-binding advisory vote, the 2024 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| TITAN MACHINERY INC. | June 2, 2025 | To conduct an advisory vote on a non-binding resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| TOAST INC. | June 13, 2025 | Election of Directors: Hilarie Koplow-McAdams Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| TOAST INC. | June 13, 2025 | Election of Directors: Paul Bell Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| TOAST INC. | June 13, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Deborah Messemer Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Ganendran Sarvananthan Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Gunther Bright Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 5 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Mary Cranston Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| TRANSCAT INC. | September 11, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TRANSUNION | May 7, 2025 | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Approval of the Fourth Amendment to the Triumph Financial, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Advisory vote to approve Truist's executive compensation program. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| TXNM ENERGY INC. | May 13, 2025 | Election of Directors: Joseph D. Tarry Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Kate B. Quinn Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Mike Beebe Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| U.S. BANCORP | April 15, 2025 | 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 |
| UFP INDUST | April 23, 2025 | To approve, on an advisory (non-binding) basis, the compensation paid to our Named Executives. Say-on-Pay |
Board | Not determined | FOR 11 funds |
AGAINST 5 funds |
| UFP TECHNOLOGIES INC. | June 4, 2025 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| UGI CORP. | January 31, 2025 | An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: David T. ibnAle Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Ernest E. Maddock Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Thomas T. Edman Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 15, 2025 | Approval of the Second Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| UNISYS CORP. | May 8, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| UNITED AIRLINES HOLDINGS INC. | May 21, 2025 | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: Kimberly Schaefer Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| UNITED STATES LIME & MINERALS INC. | May 2, 2025 | To approve on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Causey Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: John Noseworthy, M.D. Director Elections |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Michele Hooper Director Elections |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Valerie Montgomery Rice, M.D. Director Elections |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| UNITY SOFTWARE INC. | June 11, 2025 | 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 | AGAINST 14 funds |
FOR 1 fund |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 11, 2025 | 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 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Kimberly D. Campos Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| UNUM GROUP | May 22, 2025 | To approve, on an advisory basis, the compensation of the company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| US FOODS HOLDING CORP. | May 22, 2025 | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| USANA HEALTH SCIENCES INC. | May 19, 2025 | Approval of the USANA Health Sciences, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| USANA HEALTH SCIENCES INC. | May 19, 2025 | 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 |
| VALHI INC. | May 22, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VERISIGN INC. | May 22, 2025 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 6 funds |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Advisory vote to approve named executive officer compensation. Corporate Governance |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| VIANT TECHNOLOGY INC. | June 5, 2025 | To elect one Class I director, Max Valdes, to hold office until our Annual Meeting of Stockholders in 2028 and until his successor is duly elected and qualified, or until his earlier death, resignation or removal: Max Valdes Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| VICI PROPERTIES INC. | April 29, 2025 | To approve (on a non-binding, advisory basis) the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.