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Bank of Montreal

WTIU
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; 1 institution reported holding it in 13F filings for Q2 2026, worth $292.0K in total; no superinvestor holds it.

Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDXLCDXLCUXLPDXLPU

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
1
−3 vs. Q1 2026
Shares held
22.6K
−18.7K (−45.2%) vs. Q1 2026
Total value
$292.0K
−$653.5K (−69.1%) vs. Q1 2026
New holders
0
1 more added
Sold out
3
0 more reduced

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

Holders and value by quarter

Institutions reporting WTIU 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: 1 institution
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: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 0 institutionsQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 3 institutionsQ2 2025: 4 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ2 2026: $292.0K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $2.14KQ1 2024: $419Q2 2024: $0Q3 2024: $2.03KQ4 2024: $289.0KQ1 2025: $244.7KQ2 2025: $424.1KQ3 2025: $254.4KQ4 2025: $226.5KQ1 2026: $945.5KQ2 2026: $292.0K
Institutions holding WTIU and their total value by quarter
QuarterHoldersValue
Q2 20261$292.0K
Q1 20264$945.5K
Q4 20252$226.5K
Q3 20252$254.4K
Q2 20254$424.1K
Q1 20253$244.7K
Q4 20241$289.0K
Q3 20241$2.03K
Q2 20240$0
Q1 20241$419
Q4 20231$2.14K
Q3 20230$0
Q2 20230$0
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 WTIU in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna International Group, LLP22,621$292.0K0.00%+2,125+10.4%Added
Old Mission Capital LLC0$00.00%−20,287−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−500−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%0Sold out