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
1,080 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 |
|---|---|---|---|---|---|---|
| HEALTHSTREAM INC. | May 29, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers as described in the Company's proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| HELIOS TECHNOLOGIES INC. | June 4, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| HERCULES CAPITAL INC. | August 15, 2024 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| HERITAGE FINANCIAL CORP. | May 5, 2025 | Election as directors of the nominees listed below for a one-year term: Kimberly T. Ellwanger Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Richard Widdicombe Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| HIMS & HERS HEALTH INC. | June 12, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| HOME BANCSHARES INC. | April 17, 2025 | Election of Directors: Brian S. Davis Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| HOME BANCSHARES INC. | April 17, 2025 | Election of Directors: Donna J. Townsell Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 3 funds |
| HOOKER FURNISHINGS CORP. | June 3, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| HUNTINGTON BANCSHARES INC. | April 16, 2025 | An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Amanda Baldwin Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Thomas D. Lehrman Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| IDT CORP. | December 12, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| ILLUMINA INC. | May 21, 2025 | Election of Directors: Robert S. Epstein, M.D. Director Elections |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| INDEPENDENCE REALTY TRUST INC. | May 14, 2025 | ELECTION OF DIRECTORS: James J. Sebra Director Elections |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| INDEPENDENT BANK CORP. | May 15, 2025 | Approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| INDIE SEMICONDUCTOR INC. | June 4, 2025 | To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 17,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| INDIE SEMICONDUCTOR INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | June 11, 2025 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| INNOVIVA INC. | May 19, 2025 | Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq. Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| INSIGHT EN | May 13, 2025 | Election of Directors: Catherine Courage Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 2 funds |
| INTEL CORP. | May 6, 2025 | Advisory vote on executive compensation (Say-On-Pay). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Milan Galik Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Nicole Yuen Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | Election of Directors: Paul J. Brody Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| INTERACTIVE BROKERS GROUP INC. | April 17, 2025 | To approve, by non-binding vote, executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2025 | Approve, on an advisory basis, the compensation of our named executive officers in 2024. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| INTERPUBLIC GROUP OF COMPANIES INC. | March 18, 2025 | IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG's named executive officers that is based on or otherwise relates to the merger; and Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 6 funds |
| INTRA-CELLULAR THERAPIES INC. | March 27, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| INTUITIVE SURGICAL INC. | May 1, 2025 | Election of Directors: David J. Rosa Director Elections |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| INTUITIVE SURGICAL INC. | May 1, 2025 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 6 funds |
| INTUITIVE SURGICAL INC. | May 1, 2025 | To approve, by advisory vote, the compensation of the Company's Named Executive Officers. Corporate Governance |
Board | For | FOR 18 funds |
AGAINST 6 funds |
| IONIS PHARMACEUTICALS INC. | June 5, 2025 | Election of Directors: Joseph Loscalzo Director Elections |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| IRIDIUM COMMUNICATIONS INC. | May 14, 2025 | To approve the Iridium Communications Inc. Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| ITERIS INC. | October 22, 2024 | To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| ITT INC. | May 21, 2025 | Approval of a non-binding advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| J.JILL INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| JACOBS SOL | January 29, 2025 | Advisory vote to approve the Company's executive compensation. Say-on-Pay |
Board | Not determined | FOR 15 funds |
AGAINST 7 funds |
| JAMF HOLDING CORP | June 10, 2025 | To approve, by an advisory vote, Jamf Holding Corp.'s executive compensation (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| JANUS INTE | June 16, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 8 funds |
FOR 1 fund |
| JBG SMITH PROPERTIES | April 24, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 3 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Ellen C. Taaffe Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| JONES LANG LASALLE INC. | May 21, 2025 | Approval, on an advisory basis, of JLL's Executive Compensation ("Say On Pay") Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 1 fund |
| JUNIPER NETWORKS INC. | May 28, 2025 | Approval of a non-binding advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | To approve an amendment to the Company's Second Amended and Restated 2009 Equity Participation Plan to increase the number of shares of the Company's common stock that may be issued thereunder by an additional 3,400,000 shares. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| KEYSIGHT TECHNOLOGIES INC. | March 20, 2025 | Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| KINSALE CAPITAL GROUP INC. | May 22, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| KIRBY CORP. | April 29, 2025 | Advisory vote on the approval of the compensation of Kirby's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 1 fund |
| KLA CORP. | November 6, 2024 | To approve on a non-binding, advisory basis our named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 9 funds |
| KOPPERS HOLDINGS INC. | May 8, 2025 | PROPOSAL TO APPROVE OUR AMENDED AND RESTATED 2020 LONG TERM INCENTIVE PLAN Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| KURA SUSHI USA INC. | January 23, 2025 | Election of Directors: Shintaro Asako Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Blake W. Augsburger Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Kristin L. Pruitt Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| LAKELAND INDUSTRIES INC. | June 12, 2025 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| LANDSTAR SYSTEM INC. | May 16, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| LANDSTAR SYSTEM INC. | May 16, 2025 | Election of Directors: Diana M. Murphy Director Elections |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| LANTHEUS HOLDINGS INC. | May 1, 2025 | The election of four Class I directors to our Board of Directors: Mr. Samuel Leno Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| LANTRONIX INC. | November 5, 2024 | To approve an amendment to our 2020 Performance Incentive Plan to increase the number of shares of common stock reserved for issuance under the plan by 1,800,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| LANTRONIX INC. | November 5, 2024 | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers as described in the proxy statement accompanying this notice. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LATTICE SEMICONDUCTOR CORP. | May 2, 2025 | To approve on a non-binding, advisory basis, our Named Executive Officers' compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| LAZARD INC. | May 8, 2025 | Non-binding advisory vote regarding executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| LCNB CORP. | May 19, 2025 | Advisory vote approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| LEGACY HOUSING CORP. | December 4, 2024 | Election of Directors: Curtis D. Hodgson Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| LEGALZOOM.COM INC. | June 3, 2025 | Election of Directors: Neil Tolaney Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: David B. Roberts Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: George W. LeMaitre Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| LEMAITRE VASCULAR INC. | June 2, 2025 | Election of Directors: Martha Shadan Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| LENDINGCLUB CORP. | June 3, 2025 | Approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| LENNAR CORP. | April 9, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 6 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Stuart Miller Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Teri P. McClure Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| LESLIE'S INC. | March 12, 2025 | Non-binding, advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| LIFE360 INC. | May 27, 2025 | Non-binding, advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Craig Phillips Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Michael Schnabel Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIGHT & WONDER INC. | June 10, 2025 | To approve an amendment and restatement of the Company's 2003 Incentive Compensation Plan to increase the number of shares of stock authorized for issuance thereunder. Compensation |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| LIMONEIRA CO. | April 9, 2025 | To vote on an advisory resolution to approve the compensation of the Named Executive Officers as disclosed in this proxy statement ("Proposal 2"). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| LINCOLN NATIONAL CORP. | May 22, 2025 | The approval of an amendment to the Lincoln National Corporation 2020 Incentive Compensation Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| LINEAGE INC. | June 18, 2025 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: George Parmer Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: Kenneth R. Lehman Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Approve the Starz 2025 Plan: Approve the Starz Entertainment Corp. 2025 Performance Incentive Plan, to be effective upon completion of the Transactions, if the Transactions are approved. See the section entitled "Proposal No. 7: Approve the Starz 2025 Plan" in the Proxy Statement. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Harry E. Sloan Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Mark H. Rachesky, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Susan McCaw Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| LITTELFUSE INC. | April 24, 2025 | Election of Directors: Anthony Grillo Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Alexander H. Tisch Director Elections |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Anthony Welters Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.