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Charles Schwab vs WisdomTree: how alike they voted, 2024-2025

92.2% When both took a single position, they voted the same way on 92.2% of 13,014 items (12,001 the same, 1,013 different). 67 items where at least one of them split its funds are listed separately below. Both voted on 13,081 items in all.

Charles Schwab 2024-2025 · WisdomTree 2024-2025 · 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	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%

Where they did not vote alike

Everything Voted differently Split votes

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

2 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
COLGATE-PALMOLIVE CO.	May 9, 2025	Stockholder proposal entitled "Support an independent Board Chairman." Corporate Governance	Other	Against	AGAINST 13 funds	Split 1 FOR, 8 AGAINST
HONEYWELL INTERNATIONAL INC.	May 20, 2025	Shareowner Proposal - Independent Board Chairman. Corporate Governance	Other	Against	AGAINST 13 funds	Split 1 FOR, 7 AGAINST

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.