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
2016 Q1	–	Sell	-60,000	Closed	-$1.19M	–	4241
2015 Q4	$1.19M	Sell	60,000 -179,600	-75%	-$3.58M	﹤0.01%	1639
2015 Q3	$4.77M	Buy	239,600 +225,600	+1,611%	+$4.69M	0.01%	973
2015 Q2	$303K	Sell	14,000 -127,100	-90%	-$2.8M	﹤0.01%	2224
2015 Q1	$3.22M	Sell	141,100 -20,900	-13%	-$487K	﹤0.01%	1185
2014 Q4	$3.57M	Buy	162,000 +12,000	+8%	+$270K	﹤0.01%	1165
2014 Q3	$3.29M	Buy	+150,000	New	+$3.38M	﹤0.01%	1248

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 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. 195 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.
195 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.