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Charles Schwab vs WisdomTree: how alike they voted, 2023-2024

90.4% When both took a single position, they voted the same way on 90.4% of 8,534 items (7,712 the same, 822 different). 81 items where at least one of them split its funds are listed separately below. Both voted on 8,615 items in all.

Charles Schwab 2023-2024 · WisdomTree 2023-2024 · 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	8,615	7,712	822	81	90.4%	90.1%
Board proposals	7,736	7,029	678	29	91.2%	90.9%
E&S shareholder proposals	300	230	27	43	89.5%	89.0%
Other items	579	453	117	9	79.5%	79.5%

Where they did not vote alike

Everything Voted differently Split votes

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

9 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
3M CO.	May 14, 2024	Shareholder proposal on enhanced share ownership policy. Compensation	Other	Against	AGAINST 12 funds	Split 1 FOR, 4 AGAINST
BANK OF AMERICA CORP.	April 24, 2024	Shareholder proposal requesting right to act by written consent Corporate Governance	Other	Against	AGAINST 13 funds	Split 1 FOR, 8 AGAINST
CITIGROUP INC.	April 30, 2024	Stockholder proposal requesting an Independent Board Chairman policy. Corporate Governance	Other	Against	AGAINST 12 funds	Split 1 FOR, 8 AGAINST
CSX CORP.	May 8, 2024	A shareholder proposal requesting a railroad safety committee. Corporate Governance	Other	Against	AGAINST 13 funds	Split 1 FOR, 8 AGAINST
ELECTRONIC ARTS INC.	August 10, 2023	To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, on termination pay. Compensation	Other	Against	AGAINST 14 funds	Split 1 FOR, 10 AGAINST
HOWMET AEROSPACE INC.	May 22, 2024	Shareholder Proposal regarding shareholder opportunity to vote on excessive golden parachutes. Compensation	Other	Against	AGAINST 13 funds	Split 1 FOR, 7 AGAINST
HP INC.	April 22, 2024	Stockholder proposal requesting that HP Inc.'s Board of Directors adopt a policy to seek stockholder approval of any senior managers' new or renewed pay package that provides for certain severance or termination payments, if properly presented at the annual meeting Compensation	Other	Against	AGAINST 14 funds	Split 1 FOR, 10 AGAINST
INVESCO LTD.	May 23, 2024	Shareholder proposal to request shareholder opportunity to vote on excessive golden parachutes Compensation	Other	Against	FOR 14 funds	Split 1 FOR, 1 AGAINST
NISOURCE INC.	May 13, 2024	To consider a stockholder proposal requesting that our Board of Directors amend bylaws requiring stockholder approval of director compensation. Compensation	Other	Against	AGAINST 14 funds	Split 1 FOR, 5 AGAINST

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.