Welcome to our dedicated page for MicroSectors™ Energy 3X Leveraged ETN SEC filings (Ticker: WTIU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for MicroSectors Energy 3x Leveraged ETNs (WTIU) brings together U.S. regulatory documents filed by the issuer, Bank of Montreal. As a foreign private issuer, Bank of Montreal reports to the SEC using Form 40-F for its annual disclosure and Form 6-K for current reports. These filings are central for understanding the legal and financial framework that supports WTIU.
Recent Form 6-K filings show that Bank of Montreal incorporates several key documents by reference into its Form F-3 and Form S-8 registration statements. Among these are the BMO annual report to shareholders, the consolidated capitalization of Bank of Montreal, and the bank’s earnings coverage ratio. The filings also include a press release describing an increase in the common share dividend. All of these items help define the issuer’s financial profile, which is relevant for holders of exchange-traded notes such as WTIU.
On Stock Titan, this filings page connects WTIU to the underlying Bank of Montreal disclosure record. Users can review how specific Form 6-K reports are tied to registration statements that authorize the issuance of MicroSectors Energy 3x Leveraged ETNs. The platform provides real-time updates from the SEC’s EDGAR system and AI-powered summaries that explain the purpose of each filing in clear language.
Key filing types for WTIU research include the Form 40-F annual report, Form 6-K current reports that incorporate the annual report to shareholders, capitalization, and earnings coverage ratio, and the Form F-3 registration statements listed in recent 6-Ks. By reading these documents with AI-generated highlights, investors can more easily understand how Bank of Montreal discloses information that affects its structured products, including WTIU.
BMO Financial Group filed a Form 6-K that includes a press release stating the company announces an intention to purchase for cancellation up to 30 million of its common shares. The document is presented as an exhibit and is signed by the company's Chief Financial Officer, Tayfun Tuzun, and Corporate Secretary, Pascale Elharrar. The filing lists registration statements and exhibits and identifies the press release as Exhibit 99.1.
Bank of Montreal disclosed detailed fair-value and interest-expense notes for periods ended July 31, 2025. Trading securities include $32,913 million of Collateralized Mortgage Obligations (CMO) at July 31, 2025 versus $21,485 million at October 31, 2024, with related allowance for credit losses (ACL) of $2 million. Interest expense on liabilities carried at fair value was $832 million for the three months and $2,612 million for the nine months ended July 31, 2025 (prior-year three and nine months: $726 million and $2,061 million). Interest expense on liabilities carried at amortized cost declined to $9,414 million and $29,416 million for the three and nine months ended July 31, 2025 (prior-year: $11,583 million and $33,030 million). The filing notes various tax (provision) recoveries and that unrealized gains/losses on Trading and FVTPL securities still held are included in earnings. It also discloses option dilution exclusions and small ACLs recorded in AOCI.
Bank of Montreal submitted a Form 6-K reporting two supplemental indentures dated August 14, 2025. The filing includes Exhibit 4.1, the Fifth Supplemental Indenture to the Senior Indenture originally dated January 25, 2010, naming The Bank of New York Mellon and Computershare Trust Company, N.A. (successor to Wells Fargo Bank, N.A.) as trustee. It also includes Exhibit 4.2, the Eighth Supplemental Indenture to the Subordinated Indenture originally dated December 12, 2017, between the Bank and Computershare Trust Company, N.A. The document is signed by an authorized signing officer, Stephen Lobo.
Report: Form 13F (holdings report) filed for the period ended 06-30-2025 by Bank of Montreal /CAN/ (Form 13F File No. 028-07640).
Key totals:
- Form 13F Information Table Entry Total: 13,024
- Form 13F Information Table Value Total: $213,209,020,027
- Number of Other Included Managers: 11
Signer: /s/ Kathryn Cenac, Managing Director, Regulatory Solution Group; signed in London on 08-05-2025.