Bank of Montreal
WTV icon

Bank of Montreal’s WisdomTree US Value Fund WTV Stock Holding History

Bank of Montreal’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.74K Hold
50
– – ﹤0.01% 3637
2025
Q4 		$4.7K Buy
+50
New +$4.59K ﹤0.01% 3501

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Envestnet Asset Management
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Raymond James Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal held its WisdomTree US Value Fund (WTV) position steady in Q1 2026 at 50 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3637.

Bank of Montreal first reported a position in WTV in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Bank of Montreal held 50 shares of WisdomTree US Value Fund worth $4.74K as of Q1 2026.
  • Bank of Montreal left its WisdomTree US Value Fund share count unchanged in Q1 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3637 holding.
  • Bank of Montreal first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

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