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
72 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 |
|---|---|---|---|---|---|---|
| ABBVIE INC. | May 9, 2025 | Stockholder Proposal - to Implement Simple Majority Vote Shareholder Rights and Defenses |
Other | Against | AGAINST 16 funds |
FOR 10 funds |
| ACUITY BRANDS INC. | January 22, 2025 | Stockholder proposal regarding a director resignation bylaw. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 2 funds |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To vote upon a shareholder proposal to give shareholders the ability to call a special shareholder meeting, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 1 fund |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Support for Shareholder Ability to Call for a Special Shareholder Meeting Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 4 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding "Support for Shareholder Right to Act by Written Consent" Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 11 funds |
| ANNALY CAP | May 14, 2025 | Advisory stockholder proposal to adopt the right to act by written consent. Corporate Governance |
Other | Not determined | AGAINST 12 funds |
FOR 1 fund |
| ANSYS INC. | June 27, 2025 | Stockholder Proposal Requesting Support for Shareholder Right to Act by Written Consent, if Properly Presented Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 5 funds |
| AUTODESK | July 16, 2024 | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, to enable stockholders holding 15% or more of our common stock to call special meetings. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 5 funds |
| AVIS BUDGET GROUP INC. | May 14, 2025 | To approve a Charter amendment to provide for officer exculpation as permitted by Delaware law and to make certain housekeeping amendments. Director Elections |
Other | For | FOR 9 funds |
AGAINST 1 fund |
| AZEK COMPANY INC. | February 28, 2025 | To approve amendments to our certificate of incorporation to remove references to our former private equity sponsors and make certain other immaterial changes. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 2 funds |
| BELLRING BRANDS INC. | January 28, 2025 | To consider and vote on a stockholder proposal to adopt a director election resignation guideline. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 2 funds |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Support for Shareholder Right to Act by Written Consent" Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 9 funds |
| CARDINAL HEALTH INC. | November 6, 2024 | Shareholder proposal to prohibit re-nomination of any director who fails to receive a majority vote, if properly presented. Corporate Governance |
Other | Against | FOR 14 funds |
AGAINST 7 funds |
| CDW CORP. | May 20, 2025 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding stockholder right to act by written consent. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| CELANESE CORP. | May 14, 2025 | Advisory vote on shareholder proposal requesting simple majority vote charter and by-laws amendments, if properly presented. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 1 fund |
| CMS ENERGY CORP. | May 2, 2025 | Vote on a Shareholder Proposal: Support Shareholder Ability to Call for a Special Shareholder Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 7 funds |
| CONCENTRIX | October 28, 2024 | Approval to adjourn the Special Meeting to solicit additional proxies, if there are insufficient proxies at the Special Meeting to approve either of the foregoing proposals. Corporate Governance |
Other | Not determined | FOR 11 funds |
AGAINST 4 funds |
| DATADOG | June 3, 2025 | To approve the amendment and restatement of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make additional non-substantive and clarifying changes. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 10 funds |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | AGAINST 15 funds |
FOR 2 funds |
| DELTA AIR LINES INC. | June 19, 2025 | A shareholder proposal requesting the ability for shareholders to act by written consent. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 8 funds |
| DOMINO'S PIZZA INC. | April 23, 2025 | Shareholder proposal regarding shareholder right to call a special meeting at a 15% threshold. Shareholder Rights and Defenses |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| DT MIDSTREAM INC. | May 6, 2025 | Stockholder Proposal to Support Shareholder Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
FOR 5 funds |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 6 funds |
| EPAM SYSTEMS INC. | May 22, 2025 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 2 funds |
| EVERSOURCE ENERGY | May 1, 2025 | Vote on a shareholder proposal titled "Support an Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| EXACT SCIENCES CORP. | June 12, 2025 | To vote on a shareholder proposal concerning the adoption of a director election resignation governance policy, if properly presented. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 2 funds |
| FACTSET RESEARCH SYSTEMS INC. | December 19, 2024 | To vote on a stockholder proposal, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 15 funds |
FOR 9 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| FLOOR & DECOR HOLDINGS | May 7, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 2 funds |
| FLOWERS FOODS INC. | May 22, 2025 | Shareholder Proposal to Adopt a Policy for an Independent Board Chair, if Properly Presented. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 5 funds |
| FMC CORP. | April 29, 2025 | Vote on an advisory stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| FORTINET INC. | June 13, 2025 | Stockholder proposal to amend Fortinet's governing documents to require that two separate individuals hold the office of the Chairman of the Board of Directors and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 8 funds |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting an independent Board Chair policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 12 funds |
| GROUP 1 AUTOMOTIVE INC. | May 13, 2025 | Shareholder Proposal: Simple Majority Vote. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 7 funds |
| HUBSPOT INC. | June 4, 2025 | A stockholder proposal to change to a simple majority standard in connection with each voting requirement in the Company's certificate of incorporation and bylaws. Shareholder Rights and Defenses |
Other | Against | AGAINST 11 funds |
FOR 8 funds |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting shareholder right to act by written consent, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 6 funds |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 8 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Adopt policy on independent board chair, if properly presented. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 5 funds |
| LINCOLN NATIONAL CORP. | May 22, 2025 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 6 funds |
| LKQ CORP. | May 7, 2025 | Advisory vote on a shareholder proposal to give shareholders the ability to call for a special shareholder meeting at a 10% ownership threshold. Corporate Governance |
Other | None | AGAINST 14 funds |
FOR 1 fund |
| MARATHON PETROLEUM CORP. | April 30, 2025 | Shareholder proposal to support a simple majority vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 8 funds |
| MICROSTRATEGY INC. | January 21, 2025 | To approve one or more proposals to adjourn the Special Meeting if necessary to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1, Proposal 2, and/or Proposal 3 ("Proposal 4"). Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 4 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Shareholder proposal requesting annual preparation and disclosure of a comprehensive Environmental, Social and Governance (ESG) report, if properly presented at the meeting. Environment or Climate |
Other | Against | FOR 10 funds |
AGAINST 2 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Proposal 5 - Proposal that Won 45% NFLX Shareholder Support," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| NEWELL BRANDS INC. | May 8, 2025 | A stockholder proposal to approve additional stock retention requirements for executives, if properly presented at the annual meeting. Compensation |
Other | Against | AGAINST 8 funds |
FOR 3 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 11 funds |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 5 funds |
| PHILLIPS 66 | May 21, 2025 | Elliott's proposal to approve, on an advisory basis, a resolution requesting that the Board of Directors adopt a policy to implement the annual election of all directors. Shareholder Rights and Defenses |
Other | Contested | FOR 12 funds |
AGAINST 9 funds |
| PORTILLO'S INC. | June 10, 2025 | Shareholder Proposal, if properly presented Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| POST HOLDINGS INC. | January 30, 2025 | Management proposal to eliminate certain supermajority voting requirements. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 3 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 3 funds |
| POWER INTEGRATIONS INC. | May 15, 2025 | To consider, if properly presented at the Annual Meeting, a stockholder proposal requesting the Board of Directors to adopt a policy and amend governing documents in order that two separate individuals hold the office of Chairman of the Board and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 3 funds |
| PRESTIGE C | August 6, 2024 | To approve the Amendments to our Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | Not determined | AGAINST 10 funds |
FOR 1 fund |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 1 fund |
| SINCLAIR INC. | June 5, 2025 | Approval of the amendment to the Company's Articles of Amendment and Restatement to the Articles of Incorporation. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 3 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 8 funds |
| STATE STREET CORP. | May 14, 2025 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 8 funds |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 7 funds |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 1 fund |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 5 funds |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | AGAINST 12 funds |
FOR 4 funds |
| VERISIGN INC. | May 22, 2025 | Stockholder proposal to permit stockholder action by written consent. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 6 funds |
| VICTORY CAPITAL HOLDINGS INC. | October 11, 2024 | To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal"). Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 7 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 8 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 7 funds |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 1 fund |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| WESCO INTE | May 22, 2025 | Shareholder proposal to give Shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Not determined | AGAINST 12 funds |
FOR 6 funds |
| WORKIVA INC. | May 29, 2025 | Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | FOR 5 funds |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.