Bank of America
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Bank of America’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Bank of America’s Portfolio UMMA Stock Details UMMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,579
Closed -$347K – 8343
2025
Q3 		$347K Buy
+12,579
New +$335K ﹤0.01% 6004

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of America's UMMA Position: Q4 2025 in Review

Bank of America sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q4 2025, closing a stake of 12,579 shares — an estimated $347K sold.

Bank of America first reported a position in UMMA in Q3 2025 and held it in 1 quarter. The position peaked at $347K in Q3 2025. 31 funds tracked by Wall St. Rank hold UMMA as of Q4 2025.

  • Bank of America reported no remaining Wahed Dow Jones Islamic World ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 12,579 Wahed Dow Jones Islamic World ETF shares in Q4 2025, an estimated $347K.
  • Bank of America first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2025 and held it in 1 quarter.
  • Bank of America's Wahed Dow Jones Islamic World ETF position peaked at $347K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.