Empirical Wealth Management’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Empirical Wealth Management’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 Q2	$1.91M	Hold	48,263	–	–	0.03%	281
2026 Q1	$1.48M	Hold	48,263	–	–	0.03%	288
2025 Q4	$1.43M	Hold	48,263	–	–	0.03%	283
2025 Q3	$1.33M	Hold	48,263	–	–	0.03%	288
2025 Q2	$1.29M	Buy	48,263 +310	+0.6%	+$7.69K	0.03%	283
2025 Q1	$1.14M	Sell	47,953 -1,200	-2%	-$29.7K	0.03%	282
2024 Q4	$1.16M	Hold	49,153	–	–	0.03%	262
2024 Q3	$1.25M	Buy	49,153 +3,560	+8%	+$88.5K	0.04%	246
2024 Q2	$1.13M	Buy	45,593 +1,000	+2%	+$24.2K	0.03%	251
2024 Q1	$1.07M	Buy	44,593 +2,400	+6%	+$55.6K	0.03%	254
2023 Q4	$961K	Hold	42,193	–	–	0.03%	243
2023 Q3	$849K	Hold	42,193	–	–	0.03%	240
2023 Q2	$929K	Buy	42,193 +2,793	+7%	+$60.3K	0.04%	233
2023 Q1	$843K	Buy	+39,400	New	+$820K	0.04%	243

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Empirical Wealth Management's UMMA Position: Q2 2026 in Review

Empirical Wealth Management held its Wahed Dow Jones Islamic World ETF (UMMA) position steady in Q2 2026 at 48,263 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #281.

Empirical Wealth Management first reported a position in UMMA in Q1 2023 and has held it in 14 quarters since. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

Empirical Wealth Management held 48,263 shares of Wahed Dow Jones Islamic World ETF worth $1.91M as of Q2 2026.
Empirical Wealth Management left its Wahed Dow Jones Islamic World ETF share count unchanged in Q2 2026.
Wahed Dow Jones Islamic World ETF made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #281 holding.
Empirical Wealth Management first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2023 and has held it in 14 quarters since.
15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.