M/S Energy 3X Leveraged ETNWTIUETF
13F holders, Q4 2025 (December 31)2holders
0new positions
0sold out
$9.46avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding M/S Energy 3X Leveraged ETN (WTIU) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were NewEdge Advisors, LLC ($205K) and Spire Wealth Management ($22K).
- Company
- M/S Energy 3X Leveraged ETN
- Filed as
- BANK MONTREAL MEDIUM (Q4 2025)
- CUSIP
- 06368L304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1 shares bought, net +1 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| NewEdge Advisors, LLC | 0.00% | No change | 21,621 | $205K |
| Spire Wealth Management | 0.00% | Add +0.0% | 2,312 | $22K |
"% of holder's portfolio" is WTIU's weight in each manager's 13F, not the share of M/S Energy 3X Leveraged ETN the manager owns.