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Wells Fargo shareholder proposals

What shareholders asked Wells Fargo to do, and how the funds inside American retirement plans voted on it — with the filing behind every vote.

29 April 2025 · put on the ballot by shareholder · Climate & environment

Should Wells Fargo disclose what it finances, not just what it emits?

Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.

“Shareholder Proposal - Energy Supply Ratio.”

0 of 4 funds we track voted for it.

FundVoteShares voted
T. Rowe Price Equity Income Fund AGAINST 5,350,000
Davis New York Venture Fund AGAINST 2,316,232
Fidelity Advisor Financials Fund AGAINST 549,428
Fidelity Worldwide Fund AGAINST 436,000

The same proposal was put to Bank of America, Wells Fargo, Bank of America, Netflix, Mizuho Financial Group, Shell.

29 April 2025 · put on the ballot by shareholder · Social

Should Wells Fargo disclose the politics its money pays for?

Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.

“Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values.”

0 of 8 funds we track voted for it.

FundVoteShares voted
Vanguard Value Index Fund AGAINST 28,742,955
T. Rowe Price Equity Income Fund AGAINST 5,350,000
Vanguard Equity Income Fund AGAINST 5,290,182
MFS Value Fund AGAINST 5,289,139
Davis New York Venture Fund AGAINST 2,316,232
Nuveen Large Cap Value Index Fund AGAINST 1,407,932
Fidelity Advisor Financials Fund AGAINST 549,428
Fidelity Worldwide Fund AGAINST 436,000

The same proposal was put to Wells Fargo, Sonoco Products, Tyler Technologies, Teradyne, Knight-Swift Transportation Holdings, Otis Worldwide.

29 April 2025 · put on the ballot by shareholder · Climate & environment

Should Wells Fargo disclose what it finances, not just what it emits?

Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.

“Shareholder Proposal - Energy Supply Ratio.”

0 of 2 funds we track voted for it.

FundVoteShares voted
John Hancock Disciplined Value Fund AGAINST 3,138,061
Blackrock Global Allocation Fund, Inc. AGAINST 1,324,742

The same proposal was put to Bank of America, Wells Fargo, Bank of America, Netflix, Mizuho Financial Group, Shell.

29 April 2025 · put on the ballot by shareholder · Social

Should Wells Fargo disclose the politics its money pays for?

Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.

“Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values.”

0 of 2 funds we track voted for it.

FundVoteShares voted
John Hancock Disciplined Value Fund AGAINST 3,138,061
Blackrock Global Allocation Fund, Inc. AGAINST 1,324,742

The same proposal was put to Wells Fargo, Sonoco Products, Tyler Technologies, Teradyne, Knight-Swift Transportation Holdings, Otis Worldwide.

29 April 2025 · put on the ballot by shareholder · Workforce & human rights

Should Wells Fargo strengthen its rules against discrimination and harassment?

Shareholders asked the company to amend its code of conduct, or report on its record, so that protections against discrimination and harassment are explicit and enforceable rather than aspirational.

“Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination.”

0 of 2 funds we track voted for it.

FundVoteShares voted
Davis New York Venture Fund AGAINST 2,316,232
Fidelity Advisor Financials Fund AGAINST 549,428

The same proposal was put to Netflix.

29 April 2025 · put on the ballot by shareholder · Workforce & human rights

Report on Respecting Indigenous Peoples' Rights.

“Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights.”

0 of 1 funds we track voted for it.

FundVoteShares voted
Fidelity Advisor Financials Fund AGAINST 549,428

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