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Charles Schwab vs WisdomTree: how alike they voted, 2025-2026

92.8% When both took a single position, they voted the same way on 92.8% of 12,191 items (11,316 the same, 875 different). 45 items where at least one of them split its funds are listed separately below. Both voted on 12,236 items in all.

Charles Schwab 2025-2026 · WisdomTree 2025-2026 · 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	12,236	11,316	875	45	92.8%	92.7%
Board proposals	11,440	10,597	804	39	92.9%	92.9%
E&S shareholder proposals	153	153	0	0	100.0%	100.0%
Other items	643	566	71	6	88.9%	88.6%

Where they did not vote alike

Everything Voted differently Split votes

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

804 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
ZETA GLOBAL HOLDINGS CORP.	June 16, 2026	Election of Directors: William Landman Director Elections	Board	For	WITHHOLD 4 funds	FOR 3 funds
ZEVRA THERAPEUTICS, INC.	June 4, 2026	Election of Directors: Douglas W. Calder Director Elections	Board	For	FOR 2 funds	WITHHOLD 1 fund
nCino, Inc.	June 18, 2026	Election of Four Directors: Jon Doyle Director Elections	Board	For	FOR 5 funds	AGAINST 3 funds
nCino, Inc.	June 18, 2026	Election of Four Directors: William Spruill Director Elections	Board	For	FOR 5 funds	AGAINST 3 funds

← All 20 managers, 2025-2026

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