Home › Asset managers › Compare 2025-2026 › Charles Schwab vs WisdomTree
Charles Schwab 2025-2026 · WisdomTree 2025-2026 · Download the item list (CSV)
| 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% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
920 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 |
|---|---|---|---|---|---|---|
| SNAP-ON INCORPORATED | April 30, 2026 | Election of Directors: David C. Adams Director Elections |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| SNOWFLAKE INC. | July 2, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| SOFI TECHNOLOGIES, INC. | June 17, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| SOLARIS ENERGY INFRASTRUCTURE, INC. | May 15, 2026 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the year ended December 31, 2025. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| SOLVENTUM CORPORATION | May 15, 2026 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 1 fund |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| SOUTHERN FIRST BANCSHARES, INC. | May 19, 2026 | To conduct an advisory vote on the compensation of our named executive officers as disclosed in this proxy statement (this is a non-binding, advisory vote). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| SPRINKLR, INC. | June 11, 2026 | To elect one Class II director, to hold office until our Annual Meeting of Stockholders in 2029. Stephen M. Ward, Jr. Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 3 funds |
| SPROUT SOCIAL, INC. | May 20, 2026 | To conduct an advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| STEELCASE INC. | December 5, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal''). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| STEPSTONE GROUP INC | September 9, 2025 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2026. Audit-related |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| STIFEL FINANCIAL CORP. | June 9, 2026 | To approve the adoption of an amendment to the Stifel Financial Corp. 2001 Incentive Stock Plan (2018 Restatement) Compensation |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| STONEX GROUP INC. | March 10, 2026 | Election of Directors: Charles Lyon Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 2 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To elect three Class I directors to hold office until the Annual Meeting of Stockholders following their year 2008 or until their successors are duly elected and qualified. Charles Liang Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 4 funds |
| SURGERY PARTNERS INC. | June 5, 2026 | Election of Class II Directors: Devin O'Reilly Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| SURGERY PARTNERS INC. | June 5, 2026 | Election of Class II Directors: Laura L. Forese, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| SYMBOTIC INC | March 5, 2026 | To approve an advisory vote on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| SYNOVUS FINANCIAL CORP. | November 6, 2025 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Synovus' named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Eric S. Yuan Director Elections |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Dennis J. Goetz Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Joseph J. Humke Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Jeff Dyke Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Catherine C. B. Schmelter Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Cathy D. Ross Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Connie K. Duckworth Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| Stock Yards Bancorp, Inc. | April 23, 2026 | Election of Directors: Philip S. Poindexter Director Elections |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| Synaptics Incorporated | October 28, 2025 | Proposal for the Election of Directors: Patricia Kummrow Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| T. ROWE PRICE GROUP, INC. | May 7, 2026 | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 8 funds |
| TABOOLA.COM LTD | June 9, 2026 | To approve an advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TABOOLA.COM LTD | June 9, 2026 | To approve the Compensation Policy for the Company's executive officers and directors. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TARGA RESOURCES CORP. | May 21, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2025. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| TD SYNNEX Corporation | March 25, 2026 | Election of Directors: Dennis Polk Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 4 funds |
| TENABLE HOLDINGS, INC. | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| TERAWULF INC. | June 9, 2026 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers (''Say-on-Pay''); and Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| TETRA TECHNOLOGIES, INC. | May 22, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To approve the redomestication of the Company from Delaware to Texas by way of conversion; Extraordinary Transactions |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Board proposal regarding advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 20 funds |
AGAINST 10 funds |
| TEXAS PACIFIC LAND CORPORATION | November 6, 2025 | To approve, by non-binding advisory vote, the executive compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| TFS Financial Corporation | February 26, 2026 | Election of Directors: MARC A. STEFANSKI Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| THE BANCORP, INC. | May 27, 2026 | Advisory (non-binding) approval of the 2025 compensation of The Bancorp, Inc.'s named executive officers. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| THE BANK OF NEW YORK MELLON CORPORATION | April 14, 2026 | Advisory resolution to approve the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 8 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| THE CLOROX COMPANY | November 19, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 9 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| THE FIRST BANCORP, INC. | April 29, 2026 | To approve (on a non-binding basis), the compensation of the Company's executives, as disclosed in the Company's annual report and proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| THE GEO GROUP, INC. | April 28, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| THE HERSHEY COMPANY | May 5, 2026 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 8 funds |
| THE MANITOWOC COMPANY, INC. | May 5, 2026 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| THE MARCUS CORPORATION | May 21, 2026 | To approve, by advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| THE RMR GROUP INC. | March 26, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| THE SIMPLY GOOD FOODS COMPANY | January 28, 2026 | To approve, by an advisory vote, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| THE ST. JOE COMPANY | May 12, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| THE TIMKEN COMPANY | May 8, 2026 | Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| TILE SHOP HOLDINGS, INC. | December 3, 2025 | To amend the Company's Certificate of Incorporation to effect a reverse stock split of the Company's outstanding common stock, at any ratio between not less than 1-for-2,000 and not greater than 1-for-4,000 at such time as and at such ratio as the Board of Directors shall determine. Extraordinary Transactions |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| TIPTREE INC. | April 28, 2026 | To approve Amendment No. 2 to the 2017 Omnibus Incentive Plan to (a) extend the term of the 2017 Plan to June 6, 2037, and (b) increase the number of shares of the Company's common stock available for awards thereunder by an additional 4,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TIPTREE INC. | April 28, 2026 | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| TITAN INTERNATIONAL, INC. | June 18, 2026 | To approve, in a non-binding advisory vote, the 2025 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | Not determined | FOR 8 funds |
AGAINST 1 fund |
| TITAN MACHINERY INC. | June 8, 2026 | To conduct an advisory vote on a non-binding resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| TOAST, INC. | June 12, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | The approval, in an advisory and non-binding vote, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 4 funds |
| TRANSUNION | May 12, 2026 | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| TREX COMPANY, INC. | April 28, 2026 | Non-binding advisory vote on executive compensation ("say-on-pay") Compensation |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| TRI POINTE HOMES, INC. | April 16, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated therein. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| TRUPANION, INC. | June 10, 2026 | To approve, on a non-binding advisory basis, the compensation provided to our named executive officers for the year ended December 31, 2025. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| TTEC HOLDINGS, INC. | May 21, 2026 | The approval of the redomestication of the Company from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| TTEC Holdings, Inc. | May 21, 2026 | Election of Director Nominees: Robert N. Frerichs Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| Taboola.com Ltd. | June 9, 2026 | Election of Directors: Gilad Shany Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Taboola.com Ltd. | June 9, 2026 | Election of Directors: Nechemia J. Peres Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Andrew Dakos Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| Terreno Realty Corporation | May 5, 2026 | Election of Directors: Michael A. Coke Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| Texas Instruments Incorporated | April 16, 2026 | Election of Directors: Todd Bluedorn Director Elections |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| The Bank of New York Mellon Corporation | April 14, 2026 | Election of Directors: Joseph J. Echevarria Director Elections |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| The Cheesecake Factory Incorporated | May 28, 2026 | Election of Directors: Jerome I. Kransdorf Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| The Chefs' Warehouse, Inc. | May 8, 2026 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| The Hershey Company | May 5, 2026 | Election of Directors: Deirdre A. Mahlan Director Elections |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| The Pennant Group, Inc. | May 14, 2026 | Election of Directors: Brent J. Guerisoli Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| The Pennant Group, Inc. | May 14, 2026 | Election of Directors: Christopher R. Christensen Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| The Pennant Group, Inc. | May 14, 2026 | Election of Directors: John G. Nackel, Ph.D. Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| The Progressive Corporation | May 8, 2026 | Election of Directors: Lawton W. Fitt Director Elections |
Board | For | FOR 15 funds |
AGAINST 8 funds |
| Thermo Fisher Scientific Inc. | May 20, 2026 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| Toast, Inc. | June 12, 2026 | Election of Directors: Kent Bennett Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 7 funds |
| Toast, Inc. | June 12, 2026 | Election of Directors: Susan Chapman-Hughes Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 7 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: David J. Bronczek Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John H. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John R. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria N. Martinez Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Mike Beebe Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.