Home › Asset managers › Compare 2025-2026 › Equitable vs WisdomTree
Equitable 2025-2026 · WisdomTree 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 49,582 | 42,265 | 1,878 | 5,439 | 95.7% | 91.9% |
| Board proposals | 42,219 | 35,508 | 1,777 | 4,934 | 95.2% | 91.2% |
| E&S shareholder proposals | 172 | 82 | 0 | 90 | 100.0% | 87.1% |
| Other items | 7,191 | 6,675 | 101 | 415 | 98.5% | 96.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
516 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 | Equitable | WisdomTree |
|---|---|---|---|---|---|---|
| Rayonier Inc. | January 27, 2026 | The Rayonier adjournment proposal: To approve the adjournment of the Rayonier special meeting from time to time, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Rayonier special meeting to approve the Rayonier share issuance proposal (the "Rayonier adjournment proposal"). Corporate Governance |
Other | For | Split 2 FOR, 4 ABSTAIN |
FOR 7 funds |
| Rinnai Corp. | June 26, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 3 funds |
| Rohto Pharmaceutical Co., Ltd. | June 24, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 2 AGAINST |
FOR 4 funds |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 6 AGAINST |
AGAINST 10 funds |
| SANDOZ GROUP AG | April 9, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | For | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | ADJOURN MEETING Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | AUTHORIZE BOARD TO RATIFY AND EXECUTE APPROVED RESOLUTIONS Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| SCHINDLER HOLDING AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 4 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 4 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal 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 (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of the Merger Proposal. Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 1 fund |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 9 funds |
| SENKO Group Holdings Co., Ltd. | June 25, 2026 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | Split 3 FOR, 4 AGAINST |
FOR 4 funds |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 20 AGAINST |
FOR 10 funds |
| SEVERN TRENT PLC | July 10, 2025 | Approve Net Zero Transition Plan Environment or Climate |
Other | For | Split 9 FOR, 1 ABSTAIN |
FOR 5 funds |
| SGS SA | March 26, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| SIKA AG | March 24, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 5 AGAINST, 2 ABSTAIN |
AGAINST 9 funds |
| SILA REALTY TRUST, INC. | June 26, 2026 | To consider and vote on a proposal to approve any adjournment of the special meeting of the Company's stockholders if necessary or appropriate for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 3 funds |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 1 AGAINST |
FOR 10 funds |
| SOMPO HOLDINGS,INC. | June 22, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | Split 5 FOR, 4 AGAINST |
FOR 10 funds |
| SONOVA HOLDING AG | June 16, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 6 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 1 FOR, 6 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 9 funds |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Stellar common stock. Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 3 funds |
| STRAUMANN HOLDING AG | April 17, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 6 funds |
| SUN HUNG KAI PROPERTIES LTD | November 6, 2025 | TO ADOPT NEW ARTICLES OF ASSOCIATION Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 8 funds |
| SWISS LIFE HOLDING AG | May 7, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| SWISS PRIME SITE AG | March 12, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 5 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| SWISSCOM AG | March 25, 2026 | TRANSACT OTHER BUSINESS (VOTING) Corporate Governance |
Other | Not determined | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| SYNOPSYS, INC. | April 16, 2026 | To vote on a stockholder proposal regarding 'stockholders' right to act by written consent, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 18 AGAINST |
FOR 5 funds |
| SYNOVUS FINANCIAL CORP. | November 6, 2025 | To approve the adjournment or postponement of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal, or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of Synovus common stock. Corporate Governance |
Other | For | Split 5 FOR, 1 AGAINST, 4 ABSTAIN |
FOR 4 funds |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | Split 4 FOR, 19 AGAINST |
FOR 9 funds |
| Saizeriya Co., Ltd. | November 26, 2025 | Amend Articles to Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| Shopify Inc. | June 16, 2026 | Adopt a Policy on Responsible Use of Artificial Intelligence ("AI") in the Company's Business and Operations Other Social Issues |
Other | Against | Split 1 FOR, 8 AGAINST |
AGAINST 3 funds |
| Suncor Energy Inc. | May 5, 2026 | SP 1: Report on Sustainability Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 2 funds |
| Swiss Re AG | April 10, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 8 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting policy requiring the Board Chair to be an independent director. Corporate Governance |
Other | Against | Split 1 FOR, 17 AGAINST |
AGAINST 9 funds |
| TEJON RANCH CO. | May 13, 2026 | Approval of Amendment to the Certificate of Incorporation to Change the Advance Notice Requirements for Shareholder Action. Shareholder Rights and Defenses |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 1 fund |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | Split 3 FOR, 2 AGAINST, 2 ABSTAIN |
AGAINST 1 fund |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for adoption of amendments to certificate of formation and bylaws to eliminate applicable supermajority voting requirements. Shareholder Rights and Defenses |
Other | None | Split 17 FOR, 5 AGAINST |
FOR 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding Board authorization of an investment in xAl. Corporate Governance |
Other | None | Split 3 FOR, 20 AGAINST, 1 ABSTAIN |
AGAINST 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans. Compensation |
Other | Against | Split 1 FOR, 23 AGAINST |
AGAINST 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal regarding proposal that won 54% support at 2024 Tesla annual meeting. Shareholder Rights and Defenses |
Other | Against | Split 14 FOR, 9 AGAINST |
FOR 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend Article X of the bylaws. Corporate Governance |
Other | Against | Split 7 FOR, 15 AGAINST |
AGAINST 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. Corporate Governance |
Other | Against | Split 16 FOR, 6 AGAINST |
AGAINST 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
FOR 7 funds |
| TESLA, INC. | November 6, 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to Section 21.373 of the TBOC. Corporate Governance |
Other | Against | Split 21 FOR, 2 AGAINST |
FOR 7 funds |
| TEXAS CAPITAL BANCSHARES, INC. | April 21, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies if there are insufficient votes to adopt any of Proposals 2-5; Corporate Governance |
Other | For | Split 5 FOR, 3 AGAINST |
FOR 1 fund |
| TEXAS INSTRUMENTS INCORPORATED | April 16, 2026 | Stockholder proposal to permit stockholders to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 12 AGAINST |
FOR 10 funds |
| THE AES CORPORATION | April 29, 2026 | If properly presented, to vote on a non-binding stockholder proposal regarding stockholder ability to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 10 AGAINST |
AGAINST 5 funds |
| THE BOEING COMPANY | April 17, 2026 | Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
FOR 4 funds |
| THE BOEING COMPANY | April 17, 2026 | Board Committee on Disability Access. Corporate Governance |
Other | Against | Split 22 AGAINST, 1 ABSTAIN |
AGAINST 4 funds |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 6 AGAINST |
FOR 5 funds |
| THE CIGNA GROUP | April 22, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 11 AGAINST |
FOR 6 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure Environment or Climate |
Other | Against | Split 10 FOR, 13 AGAINST |
AGAINST 8 funds |
| THE ESTEE LAUDER COMPANIES INC. | November 13, 2025 | Approval of Amendments to the Restated Certificate of Incorporation to Eliminate the Monetary Liability of Certain Officers as Permitted by Delaware Law and to Make Certain Miscellaneous Changes to Article IV thereof. Director Elections |
Other | For | Split 9 FOR, 10 AGAINST |
AGAINST 3 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
AGAINST 7 funds |
| THE HARTFORD INSURANCE GROUP, INC. | May 20, 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 11 AGAINST |
FOR 10 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 9 funds |
| THE KANSAI ELECTRIC POWER COMPANY,INCORPORATED | June 25, 2026 | Amend Articles to Require Individual Compensation Disclosure for Executive Officers Compensation |
Other | Against | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Advisory Approval of Management Proposal to Amend Shareholders' Ability to Call a Special Meeting to a 25% Ownership Threshold Shareholder Rights and Defenses |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 8 funds |
| THE SHERWIN-WILLIAMS COMPANY | April 22, 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 10 AGAINST |
Split 7 FOR, 1 AGAINST |
| THE SOUTHERN COMPANY | May 13, 2026 | Approve an amendment to the Restated Certificate of Incorporation to provide for officer exculpation Director Elections |
Other | For | Split 14 FOR, 2 AGAINST |
FOR 10 funds |
| THE TIMKEN COMPANY | May 8, 2026 | Consideration of a shareholder proposal asking our Board of Directors to take the steps necessary to amend the appropriate Company governing documents to give the owners of a combined 10% of our outstanding common stock the power to call a special shareholder meeting or the owners of the lowest percentage of shareholders, as governed by state law, the power to call a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 3 AGAINST |
AGAINST 3 funds |
| THE TRADE DESK, INC. | September 16, 2025 | The approval of one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1. Corporate Governance |
Other | For | Split 2 FOR, 14 AGAINST |
AGAINST 5 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to an independent board chairman, if presented at the Annual Meeting of Shareholders. Corporate Governance |
Other | Against | Split 1 FOR, 16 AGAINST |
AGAINST 9 funds |
| THE WENDY'S COMPANY | May 20, 2026 | Stockholder proposal regarding a restriction on "blank-check" preferred stock, if properly presented at the Annual Meeting. Capital Structure |
Other | Against | Split 4 FOR, 2 AGAINST |
AGAINST 4 funds |
| THE WESTERN UNION COMPANY | May 14, 2026 | Stockholder proposal regarding stockholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 2 AGAINST |
AGAINST 2 funds |
| TIPTREE INC. | December 3, 2025 | A proposal to approve one or more adjournments of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
FOR 1 fund |
| TRANSUNION | May 12, 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 4 AGAINST |
FOR 7 funds |
| TRICO BANCSHARES | May 21, 2026 | Amendment to the Company's Bylaws to eliminate cumulative voting rights. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 2 AGAINST |
FOR 2 funds |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding disclosure of voting results based on class of shares. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
FOR 11 funds |
| Terex Corporation | January 28, 2026 | Proposal to approve the adjournment of the Terex special meeting to solicit additional proxies if there are not sufficient votes at the time of the Terex special meeting to approve the Terex stock issuance proposal (the "Terex adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 5 funds |
| Tohoku Electric Power Co., Inc. | June 25, 2026 | Amend Articles to Abolish Advisory Posts Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| Toyo Suisan Kaisha, Ltd. | June 25, 2026 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 2 AGAINST |
FOR 4 funds |
| Toyo Suisan Kaisha, Ltd. | June 25, 2026 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 4 funds |
| UBS GROUP AG | April 15, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | None | Split 4 AGAINST, 3 ABSTAIN |
AGAINST 9 funds |
| UNIFIRST CORPORATION | June 11, 2026 | To adjourn the special meeting of UniFirst shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the UniFirst special meeting to approve the UniFirst merger proposal or to ensure any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of UniFirst common stock (the ''UniFirst adjournment proposal''). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 3 funds |
| UNITED AIRLINES HOLDINGS, INC. | May 19, 2026 | Advisory vote on stockholder proposal entitled "Shareholder Right to Act by Written Consent". Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 9 AGAINST |
FOR 6 funds |
| UNITED PARCEL SERVICE, INC. | May 7, 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 5 AGAINST |
FOR 5 funds |
| UNITED RENTALS, INC. | May 8, 2026 | Stockholder Proposal on Directors Who Fail to Obtain a Majority Vote Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 7 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | If properly presented at the 2026 Annual Meeting of Shareholders, the shareholder proposal requesting the adoption of a policy to require any Board Chair to be independent. Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 8 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Stockholder proposal to report votes based on UHS shareholder money at risk, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
AGAINST 5 funds |
| VAT GROUP AG | April 28, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 7 funds |
| VERIS RESIDENTIAL, INC. | May 21, 2026 | To adjourn the special meeting to a later date or time if necessary or appropriate to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Proposal if there are insufficient votes at the time of the special meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 3 funds |
| VERISIGN, INC. | May 21, 2026 | Stockholder Proposal Regarding an Independent Chair Policy, if Properly Presented at the Meeting Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 8 funds |
| VERISK ANALYTICS, INC. | May 19, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 10 AGAINST |
FOR 11 funds |
| VERIZON COMMUNICATIONS | May 21, 2026 | Independent board chair Corporate Governance |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 12 funds |
| VERTEX PHARMACEUTICALS INCORPORATED | May 13, 2026 | Shareholder Proposal, if properly presented at the meeting, regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 10 AGAINST |
FOR 8 funds |
| VIMEO, INC. | November 19, 2025 | To approve the adjournment of the special meeting of Vimeo stockholders to a later date if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger proposal at the then-scheduled date and time of the special meeting of Vimeo stockholders. Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| VISA INC. | January 27, 2026 | Shareholder proposal on shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 23 AGAINST |
AGAINST 8 funds |
| VISA INC. | January 27, 2026 | Shareholder proposal requesting the Board of Directors to adopt a policy for an independent chair. Corporate Governance |
Other | Against | Split 2 FOR, 24 AGAINST |
AGAINST 8 funds |
| VISA INC. | January 27, 2026 | To approve amendments to our Eighth Restated Certificate of Incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | Split 23 FOR, 3 AGAINST |
FOR 8 funds |
| VOYAGER TECHNOLOGIES, INC. | May 29, 2026 | To approve an adjournment of the Annual Meeting, if necessary, to solicit addition proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3. Extraordinary Transactions |
Other | For | Split 4 FOR, 1 AGAINST |
AGAINST 1 fund |
| Volvo AB | April 8, 2026 | Approve Publication of a Report on Company's Climate Policy Commitments and Alignment with the Paris Agreement Environment or Climate |
Other | Against | Split 1 FOR, 7 AGAINST |
AGAINST 9 funds |
| WALMART INC. | June 4, 2026 | Approval of an Amendment to our Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law Director Elections |
Other | For | Split 20 FOR, 3 AGAINST |
FOR 9 funds |
| WALMART INC. | June 4, 2026 | Request for Cumulative Voting for Board Elections Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 8 AGAINST |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2026 | To approve an amendment to the Weatherford-Ireland Articles so that any Weatherford-Ireland ordinary shares that are issued on or after the Voting Record Time to persons other than Weatherford-US or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or will be immediately and automatically acquired by Weatherford-US and/or its nominee(s) for the Scheme Consideration (as defined in the Scheme of Arrangement). Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.