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.
at bmo, banking is our personal commitment to helping people at every stage of their financial lives. the truth is, people’s needs change: so we change too. but we never change who we are. which means we’ll never waiver from providing our customers the best possible banking experience in the industry. our incredible team of over 46,000 people is just the tip of the iceberg. you should get to know us. we’re here to help.Bank of Montreal has filed a prospectus supplement for Market Linked Securities linked to the performance of Chevron Corporation (CVX) and Exxon Mobil Corporation (XOM) common stock, due July 3, 2028. Key features include:
- Securities offer contingent monthly coupon payments at least 10.60% per annum if the lowest-performing stock meets threshold value (75% of starting value)
- Includes memory feature allowing recovery of previously unpaid coupons
- Subject to automatic call monthly from December 2025 to May 2028 if lowest-performing stock equals/exceeds starting value
- Principal at risk: Investors could lose over 30% of investment if lowest-performing stock falls below 70% of starting value at maturity
- Original offering price: $1,000 per security with estimated initial value of $960
- Securities are unsecured obligations of Bank of Montreal, subject to credit risk
Notable risks include full downside exposure to worst-performing stock, no participation in upside appreciation, and no dividend payments. Securities are not exchange-listed and designed to be held until maturity or automatic call.
Bank of Montreal has issued $845,000 in Buffer Enhanced Return Notes due June 26, 2028, linked to the performance of the S&P 500® Index and NASDAQ-100 Index®. The notes offer 121% leveraged upside exposure to the least performing of these indices, with a 10% downside buffer.
Key features include:
- Notes priced at $1,000 per unit with 0.70% agent commission
- 10% downside protection before principal loss begins
- Maximum potential loss of 90% of principal
- No periodic interest payments
- Initial value estimated at $974.62 per $1,000 principal
Notable risks include exposure to the worst-performing index only, potential significant loss of principal beyond the buffer, and credit risk of Bank of Montreal. The notes are not listed on any exchange and are subject to foreign securities market risks through the NASDAQ-100 Index component.
Bank of Montreal has issued $3,000,000 in Senior Medium-Term Notes with a 5.15% fixed interest rate, due June 25, 2030. The notes are being offered at $1,000 per note with semi-annual interest payments.
Key features include:
- Optional redemption by Bank of Montreal starting June 25, 2026
- Interest payments on June and December 25th
- Bail-inable notes subject to conversion into common shares under CDIC Act
- Not listed on any securities exchange
- Underwriting discount of $4.00 per note
Notable risks include:
- Credit risk tied to Bank of Montreal's creditworthiness
- Limited secondary market trading expected
- Subject to early redemption risk when interest rates are favorable to the issuer
- Not FDIC insured or covered by other governmental insurance
FAQ
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