Bank of Montreal
WBAT

Bank of Montreal’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

Bank of Montreal’s Portfolio WBAT Stock Details WBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$5.3K – 3756
2024
Q4 		$5.3K Hold
200
– – ﹤0.01% 3393
2024
Q3 		$5.4K Hold
200
– – ﹤0.01% 3712
2024
Q2 		$5.77K Hold
200
– – ﹤0.01% 3708
2024
Q1 		$5.76K Hold
200
– – ﹤0.01% 3725
2023
Q4 		$6.14K Hold
200
– – ﹤0.01% 3838
2023
Q3 		$6.37K Hold
200
– – ﹤0.01% 3653
2023
Q2 		$7.15K Hold
200
– – ﹤0.01% 3827
2023
Q1 		$7.29K Buy
+200
New +$7.04K ﹤0.01% 3644

Other funds holding WBAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $473M AUM 12.37% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's WBAT Position: Q1 2025 in Review

Bank of Montreal sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q1 2025, closing a stake of 200 shares — an estimated $5.3K sold.

Bank of Montreal first reported a position in WBAT in Q1 2023 and held it in 8 quarters. The position peaked at $7.29K in Q1 2023. 12 funds tracked by Wall St. Rank hold WBAT as of Q1 2025.

  • Bank of Montreal reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 200 WisdomTree Battery Value Chain and Innovation Fund shares in Q1 2025, an estimated $5.3K.
  • Bank of Montreal first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q1 2023 and held it in 8 quarters.
  • Bank of Montreal's WisdomTree Battery Value Chain and Innovation Fund position peaked at $7.29K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.