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Bank of Montreal

WTID
Exchange
NYSE
Industry
Commercial Banks, NEC
SEC CIK
0000927971

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 5 institutions reported holding it in 13F filings for Q2 2026, worth $492.1K in total; no superinvestor holds it.

Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIUXLCDXLCUXLPDXLPU

13F holders, Q2 2026

Institutional positions in Bank of Montreal as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
5
0 vs. Q1 2026
Shares held
88.1K
−163.9K (−65.0%) vs. Q1 2026
Total value
$492.1K
−$536.3K (−52.1%) vs. Q1 2026
New holders
2
1 more added
Sold out
2
1 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WTID on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 5 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 1 institutionQ3 2023: 1 institutionQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 5 institutionsQ2 2026: 5 institutions
Value heldQ2 2026: $492.1K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $30.4KQ3 2023: $20.6KQ4 2023: $499Q1 2024: $68.8KQ2 2024: $194.5KQ3 2024: $8.76KQ4 2024: $2.63KQ1 2025: $384Q2 2025: $20.0KQ3 2025: $11.8KQ4 2025: $1.17KQ1 2026: $1.03MQ2 2026: $492.1K
Institutions holding WTID and their total value by quarter
QuarterHoldersValue
Q2 20265$492.1K
Q1 20265$1.03M
Q4 20251$1.17K
Q3 20251$11.8K
Q2 20251$20.0K
Q1 20251$384
Q4 20241$2.63K
Q3 20241$8.76K
Q2 20241$194.5K
Q1 20241$68.8K
Q4 20231$499
Q3 20231$20.6K
Q2 20231$30.4K
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2026.

Institutions holding WTID in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
StoneX Group Inc.37,445$197.0K0.01%+37,445New
Jane Street Group, LLC20,789$121.0K0.00%−167,495−89.0%Reduced
Susquehanna International Group, LLP19,906$115.9K0.00%+19,906New
Creative Planning10,000$58.2K0.00%00.0%Unchanged
UBS Group AG3$180.00%+2+200.0%Added
Old Mission Capital LLC0$00.00%−51,399−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,381−100.0%Sold out