Home › Asset managers › Compare 2024-2025 › WisdomTree vs Lincoln Financial

WisdomTree vs Lincoln Financial: how alike they voted, 2024-2025

97.1% When both took a single position, they voted the same way on 97.1% of 54,453 items (52,901 the same, 1,552 different). 3,749 items where at least one of them split its funds are listed separately below. Both voted on 58,202 items in all.

WisdomTree 2024-2025 · Lincoln Financial 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	58,202	52,901	1,552	3,749	97.1%	94.9%
Board proposals	48,745	44,152	1,448	3,145	96.8%	94.6%
E&S shareholder proposals	251	144	4	103	97.3%	88.9%
Other items	9,206	8,605	100	501	98.9%	97.0%

Where they did not vote alike

Everything Voted differently Split votes

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

501 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	WisdomTree	Lincoln Financial
ZUORA INC.	February 13, 2025	To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance	Other	For	FOR 2 funds	Split 1 FOR, 1 AGAINST

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.