Bank of Montreal
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Bank of Montreal’s WisdomTree WT Stock Holding History

Bank of Montreal’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-52,000
Closed -$682K – 4844
2014
Q1 		$682K Buy
+52,000
New +$794K ﹤0.01% 1880

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Bank of Montreal increased its WisdomTree (WT) stake by 9.3% in Q2 2026, buying an estimated $22.7K and bringing the position to 15,059 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Bank of Montreal first reported a position in WT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03M in Q4 2017. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Bank of Montreal held 15,059 shares of WisdomTree worth $255K as of Q2 2026.
  • Bank of Montreal bought 1,282 WisdomTree shares in Q2 2026, an estimated $22.7K.
  • WisdomTree made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2862 holding.
  • Bank of Montreal first reported a position in WisdomTree in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's WisdomTree position peaked at $1.03M in Q4 2017.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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