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

Bank of Montreal’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
2026
Q1 		$49.8K Hold
1,625
– – ﹤0.01% 3295
2025
Q4 		$48.1K Buy
1,625
+427
+36% +$12.2K ﹤0.01% 3201
2025
Q3 		$33K Buy
+1,198
New +$31.9K ﹤0.01% 3205
2024
Q4 		– Sell
-9,600
Closed -$226K – 3952
2024
Q3 		$226K Buy
+9,600
New +$239K ﹤0.01% 2966

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Montreal's UMMA Position: Q1 2026 in Review

Bank of Montreal held its Wahed Dow Jones Islamic World ETF (UMMA) position steady in Q1 2026 at 1,625 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

Bank of Montreal first reported a position in UMMA in Q3 2024 and has held it in 4 quarters since. The position peaked at $226K in Q3 2024. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • Bank of Montreal held 1,625 shares of Wahed Dow Jones Islamic World ETF worth $49.8K as of Q1 2026.
  • Bank of Montreal left its Wahed Dow Jones Islamic World ETF share count unchanged in Q1 2026.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3295 holding.
  • Bank of Montreal first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2024 and has held it in 4 quarters since.
  • Bank of Montreal's Wahed Dow Jones Islamic World ETF position peaked at $226K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.