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
2015
Q4 		– Sell
-100,100
Closed -$1.99M – 4270
2015
Q3 		$1.99M Buy
100,100
+55,100
+122% +$1.15M ﹤0.01% 1301
2015
Q2 		$975K Sell
45,000
-68,900
-60% -$1.52M ﹤0.01% 1676
2015
Q1 		$2.6M Sell
113,900
-36,100
-24% -$842K ﹤0.01% 1262
2014
Q4 		$3.31M Hold
150,000
– – ﹤0.01% 1196
2014
Q3 		$3.29M Buy
+150,000
New +$3.38M ﹤0.01% 1247

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
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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

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. 196 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.
  • 196 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.