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Dimensional vs WisdomTree: how alike they voted, 2025-2026

96.7% When both took a single position, they voted the same way on 96.7% of 66,567 items (64,366 the same, 2,201 different). 191 items where at least one of them split its funds are listed separately below. Both voted on 66,758 items in all.

Dimensional 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	66,758	64,366	2,201	191	96.7%	96.6%
Board proposals	55,656	53,425	2,081	150	96.3%	96.2%
E&S shareholder proposals	171	135	1	35	99.3%	96.3%
Other items	10,931	10,806	119	6	98.9%	98.9%

Where they did not vote alike

Everything Voted differently Split votes

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

36 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	Dimensional	WisdomTree
PILGRIM'S PRIDE CORPORATION	April 29, 2026	A stockholder proposal to provide a political spending disclosure. Other Social Issues	Shareholder (E&S)	Against	AGAINST 6 funds	FOR 2 funds
ADOBE INC.	April 15, 2026	Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 8 funds
ALBERTSONS COMPANIES, INC.	August 7, 2025	Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 3 funds
ALPHABET INC.	June 5, 2026	Shareholder proposal regarding a report on AI data usage oversight Corporate Governance	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 13 funds
ALPHABET INC.	June 5, 2026	Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 13 funds
AMAZON.COM, INC.	May 20, 2026	SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 10 funds
ARCBEST CORPORATION	April 24, 2026	A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 8 AGAINST	AGAINST 3 funds
AUTONATION, INC.	April 28, 2026	Adoption of stockholder proposal regarding GHG report. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 1 fund
BOOKING HOLDINGS INC.	June 2, 2026	Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 8 funds
CASEY'S GENERAL STORES, INC.	September 3, 2025	Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 3 funds
CHARTER COMMUNICATIONS, INC.	April 21, 2026	Stockholder proposal regarding political expenditures report. Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 5 funds
GENERAL MILLS, INC.	September 30, 2025	Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 8 funds
HARLEY-DAVIDSON, INC.	May 21, 2026	To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 4 funds
LOWE'S COMPANIES, INC.	May 29, 2026	Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 8 funds
META PLATFORMS, INC.	May 27, 2026	A shareholder proposal regarding report on climate change-related commitments. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 11 funds
MICROSOFT CORPORATION	December 5, 2025	Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 9 funds
MICROSOFT CORPORATION	December 5, 2025	Report on Human Rights Due Diligence Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 9 funds
NVR, INC.	May 7, 2026	Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 5 funds
O'REILLY AUTOMOTIVE, INC.	May 14, 2026	Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 6 funds
OTIS WORLDWIDE CORPORATION	May 27, 2026	Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 10 funds
PALANTIR TECHNOLOGIES INC.	June 3, 2026	Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 4 AGAINST	AGAINST 10 funds
SKYWORKS SOLUTIONS, INC.	May 13, 2026	To approve a stockholder proposal regarding greenhouse gas emission reduction efforts report. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 8 AGAINST	AGAINST 5 funds
SONOCO PRODUCTS COMPANY	April 15, 2026	Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 8 AGAINST	AGAINST 3 funds
STEEL DYNAMICS, INC.	May 6, 2026	SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 7 funds
THE GOLDMAN SACHS GROUP, INC.	April 29, 2026	Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 6 funds
THE GOLDMAN SACHS GROUP, INC.	April 29, 2026	Shareholder Proposal Regarding Lobbying Disclosure Other Social Issues	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 6 funds
THE HOME DEPOT, INC.	May 21, 2026	Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 8 funds
THE HOME DEPOT, INC.	May 21, 2026	Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 8 funds
THE PROCTER & GAMBLE COMPANY	October 14, 2025	Shareholder Proposal Requesting Additional Reporting on Plastic Packaging Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 5 AGAINST	AGAINST 6 funds
THE TRAVELERS COMPANIES, INC.	May 20, 2026	Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 8 funds
UNDER ARMOUR, INC.	September 3, 2025	To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 8 AGAINST	AGAINST 1 fund
UNITED PARCEL SERVICE, INC.	May 7, 2026	To require UPS to engage a third-party to audit and prepare an additional report on the impacts of UPS operations affecting BIPOC and low income communities. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 5 funds
UNITED PARCEL SERVICE, INC.	May 7, 2026	To require UPS to provide an additional report describing the alignment of its operations and investments with its carbon neutrality goals. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 5 funds
VERIZON COMMUNICATIONS	May 21, 2026	Board oversight of material issues related to climate change Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 7 AGAINST	AGAINST 11 funds
WELLS FARGO & COMPANY	April 28, 2026	Shareholder Proposal - Energy Supply Ratio. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 5 funds
WELLS FARGO & COMPANY	April 28, 2026	Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate	Shareholder (E&S)	Against	Split 1 FOR, 6 AGAINST	AGAINST 5 funds

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.