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Charles Schwab vs WisdomTree: how alike they voted, 2025-2026

92.8% When both took a single position, they voted the same way on 92.8% of 12,135 items (11,262 the same, 873 different). 45 items where at least one of them split its funds are listed separately below. Both voted on 12,180 items in all.

Charles Schwab 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	12,180	11,262	873	45	92.8%	92.7%
Board proposals	11,385	10,544	802	39	92.9%	92.9%
E&S shareholder proposals	153	153	0	0	100.0%	100.0%
Other items	642	565	71	6	88.8%	88.6%

Where they did not vote alike

Everything Voted differently Split votes

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

0 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

No items to show.

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