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WISDOMTREE INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and WISDOMTREE INC.’s Form 8-K, filed June 17, 2024 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 15Reported items
  • 212Asset managers
  • 4,067Fund votes
  • June 12, 2024Meeting date

Results at a glance

Meeting of June 12, 2024: 12 items on WISDOMTREE INC.’s Form 8-K, filed June 17, 2024: 3 approved · 9 without a stated outcome.

Material dissent

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore WISDOMTREE INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by WISDOMTREE INC.

These tallies are WISDOMTREE INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 17, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

WISDOMTREE INC. — official shareholder meeting results, meeting held June 12, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: LYNN S. BLAKE 137,888,532275,82884,374 ---- 99.8%Not verified—
Elect Director: ANTHONY BOSSONE 117,239,01020,940,48769,239 ---- 85%Not verified—
Elect Director: SMITA CONJEEVARAM 137,769,538366,669112,527 ---- 99.7%Not verified—
Elect Director: RILLA DELORIER 137,818,792338,014111,709 ---- 99.7%Not verified—
Elect Director: DANIELA MIELKE 137,825,147312,874110,715 ---- 99.7%Not verified—
Elect Director: SHAMLA NAIDOO 137,625,464512,265111,007 ---- 99.6%Not verified—
Elect Director: WIN NEUGER 117,216,42420,962,06870,245 ---- 85%Not verified—
Elect Director: TONIA PANKOPF 137,167,907710,704370,125 ---- 99.4%Not verified—
Elect Director: JONATHAN STEINBERG 117,517,83320,684,03646,865 ---- 85%Not verified—
2. The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 138,339,990432,95452,246 ---- 99.6%Approved—
3. An advisory resolution to approve the compensation of the Company's named executive officers 121,029,91017,091,749127,078 ---- 88%Approved—
5. The ratification of the adoption by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company 92,057,12546,065,559142,251 ---- 67%Approved—

This meeting is also recorded here as June 11, 2024; both records come from the same filing, so the date should be checked against it.

Source: WISDOMTREE INC., Form 8-K, filed with the SEC on June 17, 2024 — read the filing on EDGAR.

How asset managers voted at the WISDOMTREE INC. 2023-2024 meeting

Each item below shows how the 212 asset managers that disclosed a WISDOMTREE INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of WISDOMTREE INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: ANTHONY BOSSONE

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%AGAINST
FOR: 117,239,010AGAINST: 20,940,487
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Anthony Bossone

WISDOMTREE INC.’s own tally for this item (“Elect Director: ANTHONY BOSSONE”): 117,239,010 for, 20,940,487 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 85% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 59,580,677 for, 2,368,138 against, 353 abstained, 1,951,917 not voted.

FOR
FOR: 59,580,677AGAINST: 2,368,138ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Anthony Bossone” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND02,291,390 00Against
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

2. Elect Director: JONATHAN STEINBERG

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%AGAINST
FOR: 117,517,833AGAINST: 20,684,036
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Jonathan Steinberg

WISDOMTREE INC.’s own tally for this item (“Elect Director: JONATHAN STEINBERG”): 117,517,833 for, 20,684,036 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 85% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 59,580,677 for, 2,368,138 against, 353 abstained, 1,951,917 not voted.

FOR
FOR: 59,580,677AGAINST: 2,368,138ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Jonathan Steinberg” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND02,291,390 00Against
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

3. Elect Director: WIN NEUGER

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%AGAINST
FOR: 117,216,424AGAINST: 20,962,068
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Win Neuger

WISDOMTREE INC.’s own tally for this item (“Elect Director: WIN NEUGER”): 117,216,424 for, 20,962,068 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 85% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 59,580,677 for, 2,368,138 against, 353 abstained, 1,951,917 not voted.

FOR
FOR: 59,580,677AGAINST: 2,368,138ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Win Neuger” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND02,291,390 00Against
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

4. Elect Director: DANIELA MIELKE

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%
FOR: 137,825,147AGAINST: 312,874
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Daniela Mielke

WISDOMTREE INC.’s own tally for this item (“Elect Director: DANIELA MIELKE”): 137,825,147 for, 312,874 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,948,815 for, 353 abstained, 1,951,917 not voted.

FOR
FOR: 61,948,815ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Daniela Mielke” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

5. Elect Director: LYNN S. BLAKE

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 137,888,532AGAINST: 275,828
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Lynn S. Blake

WISDOMTREE INC.’s own tally for this item (“Elect Director: LYNN S. BLAKE”): 137,888,532 for, 275,828 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,948,815 for, 353 abstained, 1,951,917 not voted.

FOR
FOR: 61,948,815ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Lynn S. Blake” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

6. Elect Director: SHAMLA NAIDOO

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 137,625,464AGAINST: 512,265
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Shamla Naidoo

WISDOMTREE INC.’s own tally for this item (“Elect Director: SHAMLA NAIDOO”): 137,625,464 for, 512,265 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,935,198 for, 13,617 against, 353 abstained, 1,951,917 not voted.

FOR
FOR: 61,935,198AGAINST: 13,617ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Shamla Naidoo” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

7. Elect Director: SMITA CONJEEVARAM

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%
FOR: 137,769,538AGAINST: 366,669
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Smita Conjeevaram

WISDOMTREE INC.’s own tally for this item (“Elect Director: SMITA CONJEEVARAM”): 137,769,538 for, 366,669 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,948,815 for, 353 abstained, 1,951,917 not voted.

FOR
FOR: 61,948,815ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Smita Conjeevaram” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

8. Elect Director: TONIA PANKOPF

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%
FOR: 137,167,907AGAINST: 710,704
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Tonia Pankopf

WISDOMTREE INC.’s own tally for this item (“Elect Director: TONIA PANKOPF”): 137,167,907 for, 710,704 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,948,815 for, 353 abstained, 1,951,917 not voted.

FOR
FOR: 61,948,815ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Tonia Pankopf” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

9. Elect Director: RILLA DELORIER

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%
FOR: 137,818,792AGAINST: 338,014
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Directors: Rilla Delorier

WISDOMTREE INC.’s own tally for this item (“Elect Director: RILLA DELORIER”): 137,818,792 for, 338,014 against, per its Form 8-K filed June 17, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,948,815 for, 353 abstained, 1,951,917 not voted.

FOR
FOR: 61,948,815ABSTAIN: 353NOT VOTED: 1,951,917
Largest asset managers voting on “Election of Directors: Rilla Delorier” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

10. 5. The ratification of the adoption by the Board of Directors of the extension of the Stockholder Rights Agreement…

Official resultOTHERReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

67% Approved · of votes cast

FOR 67%AGAINST
FOR: 92,057,125AGAINST: 46,065,559
Details: description as filed, official tally, votes by 73 asset managers

Description as filed by funds: TO RATIFY THE APPROVAL BY THE BOARD OF DIRECTORS OF THE EXTENSION OF THE STOCKHOLDER RIGHTS AGREEMENT, DATED MARCH 17, 2023, AS AMENDED, BY AND BETWEEN THE COMPANY AND CONTINENTAL STOCK TRANSFER & TRUST COMPANY.

WISDOMTREE INC.’s own tally for this item (“5. The ratification of the adoption by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Comp”): 92,057,125 for, 46,065,559 against — passed, per its Form 8-K filed June 17, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The Company's stockholders ratified the adoption by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company.”
Support: 67% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 73 asset managers below reported 45,639,991 for, 16,224,592 against, 1,951,917 not voted.

FORAGAINST
FOR: 45,639,991AGAINST: 16,224,592NOT VOTED: 1,951,917
Largest asset managers voting on “TO RATIFY THE APPROVAL BY THE BOARD OF DIRECTORS OF THE EXTENSION OF THE STOCKHOLDER RIGHTS AGREEMENT, DATED M” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,241,849352,363 00Mixed
Invesco02,584,104 00Against
JANUS INVESTMENT FUND02,291,390 00Against
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,5091,829,981 00Against
Dimensional01,627,420 00Against
SEI564,8910 00For
Waddell & Reed0985,376 00Against
T. Rowe Price0556,106 00Against
AMERICAN BEACON FUNDS0547,000 00Against
Bridge Builder Trust25,521465,284 00Mixed
Guggenheim0489,081 00Against
Victory Capital0459,862 00Against
Amplify ETF Trust455,9440 00For
First Trust0418,182 00Against
Pacific Life413,0360 00For
TIAA0375,277 00Against
Voya0360,182 00Against
Equitable212,764140,980 00Mixed
Columbia Threadneedle0339,591 00Against
BNY Mellon0276,107 00Against

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

11. To vote on an advisory resolution to approve the compensation of the Company's named executive officers.

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 5 wordings of this item as funds reported it.

99.3% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 207 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 71 asset managers voting on “To vote on an advisory resolution to approve the compensation of the Company's named executive officers.” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
State Street1,831,4900 00For
Dimensional1,627,4200 00For
Charles Schwab1,010,4560 00For
Waddell & Reed985,3760 00For
SEI564,8910 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Fund voting reports, all 71 managers: 61,774,759 for. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 155 asset managers voting on “To vote on an advisory resolution to approve the compensation of the Company's named executive officers.” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
ArrowMark Colorado Holdings LLC9,353,7850 00For
Azora Capital LP6,188,8160 00For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,498,2670 00For
State Street4,239,0610 00For
Wellington4,076,7920 00For
BlackRock4,011,0000 00For
Janus Henderson2,676,3190 00For
Invesco2,658,1220 00For
GEODE CAPITAL MANAGEMENT, LLC2,642,8650 00For
Newton Investment Management North America, LLC1,717,0770 00For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST1,509,8600 00For
Victory Capital1,165,6820 00For
Charles Schwab1,078,2370 00For
Northern Trust774,6350 00For
T. Rowe Price669,3430 00For
MARSHALL WACE, LLP624,5900 00For
SEI579,1190 00For
PRINCIPAL GLOBAL INVESTORS575,4290 00For
Nuveen520,0790 00For
SECURITY INVESTORS LLC498,0320 00For
Dimensional480,8450 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC465,8450 00For
Point72455,2240 00For
Voya437,7260 00For
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM429,7070 00For

Institutional-manager reports, all 155 managers: 57,106,206 for, 735,900 against, 3,000 withheld, 2 abstained, 2 not voted, 157,140 1 year. Showing the 25 largest; see all in the interactive database.

12. To vote, on a non-binding, advisory basis, on the frequency of future advisory votes to approve the compensation of the…

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTES

Combines 6 wordings of this item as funds reported it.

98% Fund and manager reports combined; may count the same shares twice · no official result

1 YEAR
Details: description as filed, votes by 205 asset managers

Description as filed by funds: To vote, on a non-binding, advisory basis, on the frequency of future advisory votes to approve the compensation of the Company's named executive officers.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 71 asset managers voting on “To vote, on a non-binding, advisory basis, on the frequency of future advisory votes to approve the compensati” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard00 00--
BlackRock00 00--
MFS00 00--
Fidelity00 00--
Invesco00 00--
JANUS INVESTMENT FUND00 00--
MERIDIAN FUND INC00 00--
State Street00 00--
Dimensional00 00--
Charles Schwab00 00--
Waddell & Reed00 00--
SEI00 00--
T. Rowe Price00 00--
AMERICAN BEACON FUNDS00 00--
Bridge Builder Trust00 00--
Guggenheim00 00--
Victory Capital00 00--
Amplify ETF Trust00 00--
First Trust00 00--
Pacific Life00 00--
TIAA00 00--
Voya00 00--
Equitable00 140,9800Abstain
Columbia Threadneedle00 00--
BNY Mellon00 00--

Fund voting reports, all 71 managers: 140,980 abstained, 59,913,202 1 year, 1,720,577 3 year. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 151 asset managers voting on “To vote, on a non-binding, advisory basis, on the frequency of future advisory votes to approve the compensati” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
ArrowMark Colorado Holdings LLC00 00--
Azora Capital LP00 00--
MASSACHUSETTS FINANCIAL SERVICES CO /MA/00 00--
State Street00 00--
Wellington00 00--
BlackRock00 00--
Janus Henderson00 00--
Invesco00 00--
GEODE CAPITAL MANAGEMENT, LLC00 00--
Newton Investment Management North America, LLC00 00--
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST00 00--
Victory Capital00 00--
Charles Schwab00 00--
Northern Trust00 00--
T. Rowe Price00 00--
MARSHALL WACE, LLP00 00--
SEI00 00--
PRINCIPAL GLOBAL INVESTORS00 00--
Nuveen00 00--
SECURITY INVESTORS LLC00 00--
Dimensional00 00--
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00--
Point7200 00--
Voya00 00--
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM00 00--

Institutional-manager reports, all 151 managers: 158,361 for, 3,000 withheld, 148,759 abstained, 2 not voted, 56,964,322 1 year, 480,845 3 year. Showing the 25 largest; see all in the interactive database.

13. To Vote On The Company S Advisory Resolution To Approve The Compensation Of The Company 's Named Executive Officers.

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

100% Fund and manager reports combined; may count the same shares twice · no official result

NOT VOTED
Details: votes by 49 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 12 asset managers voting on “To Vote On The Company S Advisory Resolution To Approve The Compensation Of The Company 's Named Executive Off” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
SEI00 00Not Voted
Lincoln Financial00 00Not Voted
JPMorgan76,7480 00For
Advisors' Inner Circle Fund III00 00Not Voted
Global X00 00Not Voted
Catholic Responsible Investments Funds00 00Not Voted
Listed Funds Trust00 00Not Voted
HC CAPITAL TRUST00 00Not Voted
CLEARWATER INVESTMENT TRUST00 00Not Voted
SA FUNDS INVESTMENT TRUST00 00Not Voted
Nationwide00 00Not Voted

Fund voting reports, all 12 managers: 76,748 for, 1,951,917 not voted.

Institutional-manager reports: 24 asset managers voting on “To Vote On The Company S Advisory Resolution To Approve The Compensation Of The Company 's Named Executive Off” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Wellington00 00Not Voted
Charles Schwab00 00Not Voted
SEI00 00Not Voted
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM00 00Not Voted
Rhumbline157,1400 00For
Nicholas Investment Partners, LP00 00Not Voted
Neuberger Berman00 00Not Voted
Renaissance00 00Not Voted
OREGON PUBLIC EMPLOYEES RETIREMENT FUND00 00Not Voted
NEW YORK STATE COMMON RETIREMENT FUND00 00Not Voted
COMERICA BANK00 00Not Voted
Arizona State Retirement System00 00Not Voted
Man Group plc00 00Not Voted
State of Tennessee, Department of Treasury00 00Not Voted
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO00 00Not Voted
WASHINGTON STATE INVESTMENT BOARD00 00Not Voted
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS00 00Not Voted
BANK OF AMERICA NA00 00Not Voted
MACKENZIE FINANCIAL CORP00 00Not Voted
Prudential/PGIM00 00Not Voted
YOUSIF CAPITAL MANAGEMENT, LLC00 00Not Voted
Laird Norton Wetherby Wealth Management, LLC3,0000 00For
NISA INVESTMENT ADVISORS, LLC00 00Not Voted
Wealthfront Advisers LLC00 00Not Voted

Institutional-manager reports, all 24 managers: 160,140 for, 7,272,359 not voted, 157,140 1 year.

14. To Vote On The Non-Binding, Advisory Proposal On The Frequency Of Future Advisory Votes To Approve The Compensation Of…

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

100% Fund and manager reports combined; may count the same shares twice · no official result

NOT VOTED
Details: description as filed, votes by 47 asset managers

Description as filed by funds: To Vote On The Non-Binding, Advisory Proposal On The Frequency Of Future Advisory Votes To Approve The Compensation Of The Company S Named Executive Officers.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 12 asset managers voting on “To Vote On The Non-Binding, Advisory Proposal On The Frequency Of Future Advisory Votes To Approve The Compens” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
SEI00 00Not Voted
Lincoln Financial00 00Not Voted
JPMorgan00 00--
Advisors' Inner Circle Fund III00 00Not Voted
Global X00 00Not Voted
Catholic Responsible Investments Funds00 00Not Voted
Listed Funds Trust00 00Not Voted
HC CAPITAL TRUST00 00Not Voted
CLEARWATER INVESTMENT TRUST00 00Not Voted
SA FUNDS INVESTMENT TRUST00 00Not Voted
Nationwide00 00Not Voted

Fund voting reports, all 12 managers: 1,951,917 not voted, 76,748 1 year.

Institutional-manager reports: 23 asset managers voting on “To Vote On The Non-Binding, Advisory Proposal On The Frequency Of Future Advisory Votes To Approve The Compens” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Wellington00 00Not Voted
Charles Schwab00 00Not Voted
SEI00 00Not Voted
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM00 00Not Voted
Rhumbline157,1400 00For
Nicholas Investment Partners, LP00 00Not Voted
Neuberger Berman00 00Not Voted
Renaissance00 00Not Voted
OREGON PUBLIC EMPLOYEES RETIREMENT FUND00 00Not Voted
NEW YORK STATE COMMON RETIREMENT FUND00 00Not Voted
COMERICA BANK00 00Not Voted
Arizona State Retirement System00 00Not Voted
Man Group plc00 00Not Voted
State of Tennessee, Department of Treasury00 00Not Voted
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO00 00Not Voted
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS00 00Not Voted
BANK OF AMERICA NA00 00Not Voted
MACKENZIE FINANCIAL CORP00 00Not Voted
Prudential/PGIM00 00Not Voted
YOUSIF CAPITAL MANAGEMENT, LLC00 00Not Voted
Laird Norton Wetherby Wealth Management, LLC00 00--
NISA INVESTMENT ADVISORS, LLC00 00Not Voted
Wealthfront Advisers LLC00 00Not Voted

Institutional-manager reports, all 23 managers: 157,140 for, 7,243,578 not voted, 160,140 1 year.

15. 2. The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 6 wordings of this item as funds reported it.

99.6% Approved · of votes cast

FOR 99.6%
FOR: 138,339,990AGAINST: 432,954
Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF ERNST & YOUNG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

WISDOMTREE INC.’s own tally for this item (“2. The ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024”): 138,339,990 for, 432,954 against — passed, per its Form 8-K filed June 17, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “The Company's stockholders voted to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.”
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 61,948,979 for, 189 against, 1,951,917 not voted.

FOR
FOR: 61,948,979AGAINST: 189NOT VOTED: 1,951,917
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF ERNST & YOUNG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM ” at WISDOMTREE INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard18,964,0810 00For
BlackRock13,487,2590 00For
MFS4,113,4470 00For
Fidelity3,594,2120 00For
Invesco2,584,1040 00For
JANUS INVESTMENT FUND2,291,3900 00For
MERIDIAN FUND INC2,289,9430 00For
Charles Schwab1,010,4560 00For
State Street1,831,301189 00For
Dimensional1,627,4200 00For
SEI564,8910 00For
Waddell & Reed985,3760 00For
T. Rowe Price556,1060 00For
AMERICAN BEACON FUNDS547,0000 00For
Bridge Builder Trust490,8050 00For
Guggenheim489,0810 00For
Victory Capital459,8620 00For
Amplify ETF Trust455,9440 00For
First Trust418,1820 00For
Pacific Life413,0360 00For
TIAA375,2770 00For
Voya360,1820 00For
Equitable353,7440 00For
Columbia Threadneedle339,5910 00For
BNY Mellon276,1070 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

Largest WISDOMTREE INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 151,819,000 shares outstanding at the time of that meeting.

Fund voting reports: top WISDOMTREE INC. shareholders by shares voted on “Election of Directors: Anthony Bossone”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 12.49%
2BlackRock 8.88%
3MFS 2.71%
4Fidelity 2.37%
5Invesco 1.70%
6JANUS INVESTMENT FUND 1.51%
7MERIDIAN FUND INC 1.51%
8Charles Schwab 1.33%
9State Street 1.21%
10Dimensional 1.07%
Institutional-manager reports: top WISDOMTREE INC. shareholders by shares voted on “To vote on an advisory resolution to approve the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1ArrowMark Colorado Holdings LLC 6.16%
2Azora Capital LP 4.08%
3MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.96%
4State Street 2.79%
5Wellington 2.69%
6BlackRock 2.64%
7Janus Henderson 1.76%
8Invesco 1.75%
9GEODE CAPITAL MANAGEMENT, LLC 1.74%
10Newton Investment Management North America, LLC 1.13%

Reported WISDOMTREE INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

WISDOMTREE INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
BlackRock 11.82% 13F
FMR (Fidelity) 9.77% 13F
Vanguard Group 9.59% 13F
State Street 3.43% 13F
Michael Steinhardt 3.43% 13G
Wellington Management 2.84% 13F
Dimensional Fund Advisors 2.73% 13F
Morgan Stanley 2.16% 13F
BNY Mellon 1.99% 13F
Geode Capital 1.77% 13F

Percentages above are of 151,819,000 shares outstanding, as reported by WISDOMTREE INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from WISDOMTREE INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At WISDOMTREE INC.'s shareholder meeting held June 12, 2024, in the 2023-2024 proxy season, 212 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,067 separate fund positions. Their filings are grouped here into 15 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. WISDOMTREE INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To vote on an advisory resolution to approve the compensation of the Company's named executive… — the reporting funds and managers cast 99.3% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

WISDOMTREE INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.