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
991 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 |
|---|---|---|---|---|---|---|
| AXOS FINANCIAL INC. | November 14, 2024 | Election of Directors: Paul J. Grinberg Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| AZZ INC. | July 9, 2024 | Election of Directors: Carol R. Jackson Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| BAKER HUGH | May 20, 2025 | An advisory vote related to the Company's executive compensation program Say-on-Pay |
Board | Not determined | FOR 15 funds |
AGAINST 7 funds |
| BALL CORP. | April 30, 2025 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| BANC OF CALIFORNIA INC. | May 7, 2025 | Approval, on an advisory and non-binding basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting (Say-on-Pay). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| BANCFIRST CORP. | May 22, 2025 | Election of Directors: Darryl W. Schmidt Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| BANCORP INC. | May 28, 2025 | Advisory (non-binding) approval of the 2024 compensation of The Bancorp, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| BANDWIDTH INC. | May 29, 2025 | To approve, on an 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 2 funds |
| BANK7 CORP. | May 15, 2025 | Advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BANK7 CORP. | May 15, 2025 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BANK7 CORP. | May 15, 2025 | Election of Directors: J. Michael Sanner Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BANK7 CORP. | May 15, 2025 | Election of Directors: William M. Buergler Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BANNER CORP. | May 22, 2025 | Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| BAR HARBOR BANKSHARES | May 15, 2025 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| BARRETT BUSINESS SERVICES INC. | June 2, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| BATH & BODY WORKS INC. | June 5, 2025 | Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| BAYCOM CORP | June 17, 2025 | An advisory (non-binding) vote on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| BEAZER HOMES USA INC. | February 6, 2025 | An advisory vote regarding the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| BECTON, DICKINSON AND CO. | January 28, 2025 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | AGAINST 15 funds |
FOR 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BERRY CORP. | May 20, 2025 | Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay). Say-on-Pay |
Board | Not determined | AGAINST 9 funds |
FOR 2 funds |
| BERRY GLOB | February 5, 2025 | To approve, on an advisory, non-binding basis, our executive compensation. Say-on-Pay |
Board | Not determined | FOR 14 funds |
AGAINST 4 funds |
| BEST BUY CO. INC. | June 13, 2025 | To approve in a non-binding advisory vote our named executive officer compensation Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 9 funds |
| BEYOND MEAT INC. | May 20, 2025 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| BIGCOMMERCE HOLDINGS INC. | May 15, 2025 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 19, 2025 | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of BJ's Wholesale Club Holdings, Inc. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 2 funds |
| BLACKSTONE MORTGAGE TRUST INC. | June 27, 2025 | Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| BLOCK INC. | June 17, 2025 | TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN. Compensation |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| BLUE OWL CAPITAL INC. | June 9, 2025 | Election of Directors: Craig W. Packer Director Elections |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| BOEING CO. | April 24, 2025 | Approve, on an Advisory Basis, Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| BOX INC. | July 2, 2024 | To approve our Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| BOX INC. | June 27, 2025 | Election of Directors: Dan Levin Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| BOYD GAMIN | May 8, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | Not determined | FOR 13 funds |
AGAINST 5 funds |
| BRAZE INC. | June 26, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| BRAZE INC. | June 26, 2025 | Election of Two Class I Directors, each to hold office until our 2028 Annual Meeting of Stockholders: Phillip M. Fernandez Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| BRIDGEBIO PHARMA INC. | June 20, 2025 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder by 5,000,000 shares. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| BRIDGEWATER BANCSHARES INC. | April 22, 2025 | Approve, on a non-binding advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| BRIGHTSPRING HEALTH SERVICES INC. | May 28, 2025 | Advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| BRIGHTVIEW HOLDINGS INC. | March 4, 2025 | To approve a non-binding advisory resolution approving the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| BROADSTONE NET LEASE INC | May 1, 2025 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers as described in the Company's 2025 proxy statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| BRUKER CORP. | May 29, 2025 | Approval on an advisory basis of the 2024 compensation of our named executive officers, as discussed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| BUILDERS FIRSTSOURCE | May 27, 2025 | An advisory vote on the compensation of the named executive officers Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | May 22, 2025 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | May 22, 2025 | Election of the following persons as Directors: H. Charles Maddy, III Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| BXP INC. | May 20, 2025 | Election of Directors: Douglas T. Linde Director Elections |
Board | For | FOR 16 funds |
AGAINST 4 funds |
| BXP INC. | May 20, 2025 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| C3, AI, INC. | October 2, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 5 funds |
FOR 2 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Deborah J. Kissire Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: P. Robert Bartolo Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Sherrese M. Smith Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CACI INTERNATIONAL INC. | October 17, 2024 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| CACTUS INC. | May 13, 2025 | To approve the amendment of the Company's Long-Term Incentive Plan, as amended and restated effective May 16, 2023, to increase the number of shares of the Company's Class A common stock reserved for issuance under such plan from 5,500,000 to 8,500,000. Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Advisory resolution to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| CALIFORNIA WATER SERVICE GROUP | May 28, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| CALIX INC. | May 8, 2025 | To approve 1,250,000 shares of common stock reserved for issuance for the matching component of the Calix, Inc. Stock Purchase and Matching Plan, which constitutes an amendment and restatement of the Third Amended and Restated 2017 Nonqualified Employee Stock Purchase Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| CALIX INC. | May 8, 2025 | To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| CAMDEN PROPERTY TRUST | May 9, 2025 | Approval, by an advisory vote, of executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 5 funds |
| CAMDEN PROPERTY TRUST | May 9, 2025 | Election of Trust Managers: Frances Aldrich Sevilla-Sacasa Director Elections |
Board | For | FOR 17 funds |
AGAINST 5 funds |
| CAMPBELL SOUP CO. | November 19, 2024 | To vote on an advisory resolution to approve the fiscal 2024 compensation of our named executive officers, commonly referred to as a "say on pay" vote. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| CANTALOUPE INC. | November 20, 2024 | Advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CANTALOUPE INC. | November 20, 2024 | Election of Directors: Michael K. Passilla Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| CAPITAL BANCORP INC | May 15, 2025 | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Dan Quayle Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 2 funds |
| CAVA GROUP INC. | June 20, 2025 | Election of Class II Directors: Theodoros Xenohristos Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven W. Moster Director Elections |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| CENCORA INC. | March 6, 2025 | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| CENTRUS ENERGY CORP. | June 20, 2025 | To hold an advisory vote to approve the Company's executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| CF INDUSTRIES HOLDINGS INC. | May 6, 2025 | Election of Directors: Christopher D. Bohn Director Elections |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 1 fund |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 1 fund |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 1 fund |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | ABSTAIN 17 funds |
FOR 1 fund |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | AGAINST 13 funds |
FOR 3 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CHEGG INC. | June 4, 2025 | To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| CHEMED CORP. | May 19, 2025 | Election of directors: Patrick P. Grace Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve the Chemung Financial Corporation 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve, on a non-binding advisory basis, the compensation of the Named Executive Officers of the Corporation ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| CHENIERE ENERGY INC. | May 15, 2025 | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| CHUBB LIMITED | May 15, 2025 | Election of Evan G. Greenberg as Chairman of the Board of Directors Corporate Governance |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| CHURCHILL DOWNS INC. | April 22, 2025 | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Benjamin Chereskin Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| CINTAS CORP. | October 29, 2024 | To approve the Cintas Corporation 2016 Amended and Restated Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| CITIZENS FINANCIAL GROUP INC. | April 24, 2025 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 9 funds |
| CITIZENS FINANCIAL SERVICES INC. | April 15, 2025 | Advisory vote to approve the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| CITY HOLDING CO. | April 30, 2025 | Proposal to elect three Class II directors to serve for a term of three years: Sharon H. Rowe Director Elections |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| CIVISTA BANCSHARES INC. | April 15, 2025 | To consider and vote upon a non-binding advisory resolution to approve the compensation of the Corporation's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| CLARIVATE PLC | May 7, 2025 | APPROVAL OF THE CLARIVATE PLC AMENDED AND RESTATED 2019 INCENTIVE AWARD PLAN. Compensation |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| CLARIVATE PLC | May 7, 2025 | APPROVAL, ON AN ADVISORY, NON-BINDING BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 1 fund |
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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.