Bank of Montreal
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Bank of Montreal’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bank of Montreal’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.3K Sell
1,456
-1,300
-47% -$55.4K ﹤0.01% 3376
2026
Q1 		$112K Buy
2,756
+435
+19% +$19.2K ﹤0.01% 3105
2025
Q4 		$107K Buy
2,321
+189
+9% +$8.66K ﹤0.01% 3028
2025
Q3 		$94.2K Sell
2,132
-1,201,819
-100% -$54.5M ﹤0.01% 2988
2025
Q2 		$57.2M Buy
1,203,951
+426,310
+55% +$19.3M 0.03% 394
2025
Q1 		$34M Buy
777,641
+764,697
+5,908% +$32.8M 0.02% 539
2024
Q4 		$586K Sell
12,944
-1,014,627
-99% -$48.1M ﹤0.01% 2142
2024
Q3 		$52.2M Buy
1,027,571
+82,884
+9% +$4.09M 0.02% 448
2024
Q2 		$45.7M Buy
944,687
+923,395
+4,337% +$42.1M 0.01% 501
2024
Q1 		$928K Buy
21,292
+6,883
+48% +$296K ﹤0.01% 2052
2023
Q4 		$595K Buy
14,409
+7
+0% +$265 ﹤0.01% 2380
2023
Q3 		$545K Sell
14,402
-198
-1% -$7.17K ﹤0.01% 2397
2023
Q2 		$508K Buy
14,600
+33
+0.2% +$1.09K ﹤0.01% 2590
2023
Q1 		$460K Buy
14,567
+7
+0% +$225 ﹤0.01% 2501
2022
Q4 		$487K Hold
14,560
– – ﹤0.01% 2630
2022
Q3 		$478 Sell
14,560
-1,400
-9% -$44.5K ﹤0.01% 2609
2022
Q2 		$534 Hold
15,960
– – ﹤0.01% 2648
2022
Q1 		$579K Sell
15,960
-6,500
-29% -$236K ﹤0.01% 2722
2021
Q4 		$820K Sell
22,460
-24,097
-52% -$901K ﹤0.01% 2072
2021
Q3 		$1.75M Buy
46,557
+17,347
+59% +$617K ﹤0.01% 2148
2021
Q2 		$994K Buy
29,210
+13,640
+88% +$444K ﹤0.01% 2486
2021
Q1 		$491K Hold
15,570
– – ﹤0.01% 2652
2020
Q4 		$472K Sell
15,570
-89
-0.6% -$2.32K ﹤0.01% 2737
2020
Q3 		$379K Buy
15,659
+200
+1% +$4.54K ﹤0.01% 2449
2020
Q2 		$327K Hold
15,459
– – ﹤0.01% 2478
2020
Q1 		$240K Hold
15,459
– – ﹤0.01% 2261
2019
Q4 		$385K Sell
15,459
-61
-0.4% -$1.48K ﹤0.01% 2807
2019
Q3 		$370K Buy
15,520
+570
+4% +$13.7K ﹤0.01% 2587
2019
Q2 		$390K Sell
14,950
-8,500
-36% -$221K ﹤0.01% 2564
2019
Q1 		$617K Buy
23,450
+13,372
+133% +$328K ﹤0.01% 2214
2018
Q4 		$250K Sell
10,078
-21
-0.2% -$491 ﹤0.01% 2476
2018
Q3 		$243K Sell
10,099
-108
-1% -$2.81K ﹤0.01% 2643
2018
Q2 		$257K Buy
10,207
+136
+1% +$3.54K ﹤0.01% 2644
2018
Q1 		$265K Sell
10,071
-1
-0% -$28 ﹤0.01% 2496
2017
Q4 		$281K Sell
10,072
-30,000
-75% -$800K ﹤0.01% 2550
2017
Q3 		$1.01M Buy
40,072
+29,914
+294% +$778K ﹤0.01% 1962
2017
Q2 		$249K Sell
10,158
-58
-0.6% -$1.44K ﹤0.01% 2558
2017
Q1 		$247K Sell
10,216
-2,066
-17% -$46K ﹤0.01% 2359
2016
Q4 		$249K Sell
12,282
-1,205,076
-99% -$25M ﹤0.01% 2395
2016
Q3 		$26.3M Sell
1,217,358
-648,218
-35% -$13.9M 0.03% 467
2016
Q2 		$37.7M Buy
1,865,576
+1,690,380
+965% +$33.1M 0.04% 347
2016
Q1 		$3.42M Buy
175,196
+174,196
+17,420% +$3.18M ﹤0.01% 1174
2015
Q4 		$20K Sell
1,000
-23,958
-96% -$477K ﹤0.01% 3392
2015
Q3 		$497K Sell
24,958
-15,042
-38% -$313K ﹤0.01% 1854
2015
Q2 		$867K Buy
40,000
+18,173
+83% +$400K ﹤0.01% 1731
2015
Q1 		$498K Buy
21,827
+2,327
+12% +$54.3K ﹤0.01% 1937
2014
Q4 		$430K Buy
19,500
+3,500
+22% +$78.6K ﹤0.01% 2134
2014
Q3 		$351K Buy
16,000
+15,000
+1,500% +$338K ﹤0.01% 2262
2014
Q2 		$22K Sell
1,000
-1,070
-52% -$22.3K ﹤0.01% 3542
2014
Q1 		$39K Sell
2,070
-650
-24% -$11.1K ﹤0.01% 3228
2013
Q4 		$47K Hold
2,720
– – ﹤0.01% 2891
2013
Q3 		$41K Buy
2,720
+1,620
+147% +$25.1K ﹤0.01% 2918
2013
Q2 		$18K Buy
+1,100
New +$19.6K ﹤0.01% 3118

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Bank of Montreal's EPI Position: Q2 2026 in Review

Bank of Montreal reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 47% in Q2 2026, selling an estimated $55.4K and leaving 1,456 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Bank of Montreal first reported a position in EPI in Q2 2013 and has held it in 53 quarters since. The position peaked at $57.2M in Q2 2025. 226 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Bank of Montreal held 1,456 shares of WisdomTree India Earnings Fund ETF worth $62.3K as of Q2 2026.
  • Bank of Montreal sold 1,300 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $55.4K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3376 holding.
  • Bank of Montreal first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's WisdomTree India Earnings Fund ETF position peaked at $57.2M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.