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
843 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 |
|---|---|---|---|---|---|---|
| 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 |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| UFP TECHNOLOGIES, INC. | June 4, 2026 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| ULTRA CLEAN HOLDINGS, INC. | May 22, 2026 | Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2025 as disclosed in our proxy statement for the 2026 Annual Meeting of Stockholders. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| ULTRAGENYX PHARMACEUTICAL INC. | May 14, 2026 | Approval of the Third Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| UNIQURE N.V. | June 10, 2026 | Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| UNITED NATURAL FOODS, INC. | December 16, 2025 | The approval of the Fifth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| UNITED STATES LIME & MINERALS, INC. | May 1, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 8 funds |
| UNITY BANCORP, INC. | April 23, 2026 | Election of Directors: George Boyan Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| UNITY BANCORP, INC. | April 23, 2026 | Election of Directors: Robert H. Dallas Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| UNITY SOFTWARE INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 10, 2026 | Advisory (nonbinding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| UNIVERSAL LOGISTICS HOLDINGS, INC. | April 29, 2026 | To approve a non-binding advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| USA TODAY CO., INC. | June 1, 2026 | Approval, on an advisory basis, of executive compensation ("say-on-pay"). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| USANA HEALTH SCIENCES, INC. | May 20, 2026 | Approve on an advisory basis the Company's executive compensation, commonly referred to as a "Say on Pay" proposal. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| USCB Financial Holdings, Inc. | May 26, 2026 | Election of Directors: NOMINEES for a one-year term expiring in 2027: Ramon Abadin Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Nikesh Arora Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| United Therapeutics Corporation | June 26, 2026 | Election of Directors: Christopher Causey Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| Universal Insurance Holdings, Inc. | June 11, 2026 | Election of twelve directors: Kimberly D. Campos Director Elections |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| VALHI, INC. | May 21, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VAREX IMAGING CORPORATION | February 12, 2026 | To approve, on an advisory basis, our executive compensation as described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| VERACYTE, INC. | June 10, 2026 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To approve, by a non-binding advisory vote, 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 Transactions, including the Mergers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 3 funds |
| VESTIS CORPORATION | February 18, 2026 | To approve, in a non-binding advisory vote, named executive officer compensation for fiscal 2025. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| VIASAT, INC. | September 4, 2025 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| VIASAT, INC. | September 4, 2025 | Election of Directors: Sean Pak Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| VICTORY CAPITAL HOLDINGS, INC. | May 6, 2026 | A non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| VIMEO, INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| VIRGINIA NATIONAL BANKSHARES CORPORATION | July 24, 2025 | Advisory (non-binding) approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| VITAL FARMS, INC. | June 10, 2026 | To elect the two nominees named in the attached proxy statement as directors to serve on the Board of Directors for a three-year term. Russell Diez-Canseco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| VORNADO REALTY TRUST | May 21, 2026 | Approval of the Company's 2026 Omnibus Share Plan. Compensation |
Board | For | FOR 16 funds |
AGAINST 2 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| W&T OFFSHORE, INC. | June 3, 2026 | To amend the Company's 2023 Incentive Compensation Plan to increase the number of shares of the Company's common stock available for issuance thereunder from 10,000,000 to 22,000,000. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| WAFD, INC. | February 3, 2026 | ADVISORY VOTE ON THE COMPENSATION OF WAFD, INC.'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| WASTE CONNECTIONS INC | May 15, 2026 | Say-on-Pay - 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 |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve a capital reduction under sections 84 to 86 of the Companies Act to effect the cancellation of Weatherford-Ireland ordinary shares contemplated by the Scheme of Arrangement. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve the terms of an initial subscription, allotment and issue of one, or more, Weatherford-Ireland ordinary shares to Weatherford International Corp (''Weatherford-US'') in connection with the Scheme of Arrangement. Extraordinary Transactions |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To authorize the directors of Weatherford-Ireland to allot and issue further new Weatherford-Ireland ordinary shares to Weatherford-US in connection with the Scheme of Arrangement to be paid up by the application of certain reserves as described in the Scheme of Arrangement. Extraordinary Transactions |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| WEST BANCORPORATION, INC. | April 23, 2026 | To approve, on a nonbinding basis, the 2025 compensation of the named executive officers disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| WESTERN ALLIANCE BANCORPORATION | June 10, 2026 | To approve, on an advisory (non-binding) basis, the compensation of executives. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 4 funds |
| WESTERN DIGITAL CORPORATION | November 20, 2025 | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| WEYCO GROUP, INC. | May 5, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| WILLIAMS-SONOMA, INC. | June 18, 2026 | Election of directors: William Ready Director Elections |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Cast an advisory vote to approve the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| WILLIS LEASE FINANCE CORPORATION | June 23, 2026 | Elect one Class I Director to serve until the 2029 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors. Stephen Jones Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| WOODWARD, INC. | January 28, 2026 | Vote on an advisory resolution to approve the compensation of the Company's named executive officers; Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| WORKIVA INC. | May 28, 2026 | Approval of the Amendment and Restatement of the Workiva Inc. 2014 Equity Incentive Plan to increase the number of shares that may be issued under the Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| WORKIVA INC. | May 28, 2026 | Approval, on an advisory basis, of the compensation of Workiva's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| WORKIVA INC. | May 28, 2026 | Election of Directors: Michael M. Crow, Ph.D. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| WORLD ACCEPTANCE CORPORATION | August 20, 2025 | APPROVE, ON AN ADVISORY (NON-BINDING) BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| WORTHINGTON ENTERPRISES, INC. | September 23, 2025 | Approve the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| WORTHINGTON ENTERPRISES, INC. | September 23, 2025 | Approve, on an advisory basis, a resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| WW INTERNATIONAL, INC. | June 12, 2026 | Election of Directors: Nikolaj Sjoqvist Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| WW INTERNATIONAL, INC. | June 12, 2026 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Welltower Inc. | May 21, 2026 | Election of Directors: Ade J. Patton Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Johnese M. Spisso Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Kathryn M. Sullivan Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Welltower Inc. | May 21, 2026 | Election of Directors: Sergio D. Rivera Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: George J. Still, Jr. Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| Workday, Inc. | June 16, 2026 | Election of Class II Directors: Mark J. Hawkins Director Elections |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| XOMA ROYALTY CORP. | May 21, 2026 | Approval of an amendment and restatement of the 2010 Long Term Incentive and Stock Award Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| YEXT, INC. | June 10, 2026 | Approve the amended, restated and extended Yext, Inc. 2016 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| YUM CHINA HOLDINGS INC | May 28, 2026 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| Yext, Inc. | June 10, 2026 | Election of Class III Directors: Andrew Sheehan Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
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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.