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
-20,000
Closed -$262K – 4845
2014
Q1 		$262K Buy
+20,000
New +$305K ﹤0.01% 2390

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Bank of Montreal's WT Position: Q1 2026 in Review

Bank of Montreal increased its WisdomTree (WT) stake by 11% in Q1 2026, buying an estimated $21.2K and bringing the position to 13,777 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Bank of Montreal first reported a position in WT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03M in Q4 2017. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Bank of Montreal held 13,777 shares of WisdomTree worth $201K as of Q1 2026.
  • Bank of Montreal bought 1,370 WisdomTree shares in Q1 2026, an estimated $21.2K.
  • WisdomTree made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2922 holding.
  • Bank of Montreal first reported a position in WisdomTree in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's WisdomTree position peaked at $1.03M in Q4 2017.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.