Envestnet Asset Management
UMMA icon

Envestnet Asset Management’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Envestnet Asset 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 		$430K Buy
10,882
+157
+1% +$5.65K ﹤0.01% 4188
2026
Q1 		$329K Buy
10,725
+1,169
+12% +$37.5K ﹤0.01% 4221
2025
Q4 		$283K Buy
9,556
+213
+2% +$6.11K ﹤0.01% 4074
2025
Q3 		$257K Sell
9,343
-62,831
-87% -$1.68M ﹤0.01% 4176
2025
Q2 		$1.92M Buy
72,174
+17,174
+31% +$426K ﹤0.01% 2851
2025
Q1 		$1.31M Buy
55,000
+3,907
+8% +$96.8K ﹤0.01% 3017
2024
Q4 		$1.21M Buy
51,093
+4,016
+9% +$99K ﹤0.01% 3038
2024
Q3 		$1.2M Buy
47,077
+7,704
+20% +$192K ﹤0.01% 3006
2024
Q2 		$976K Buy
39,373
+23,556
+149% +$570K ﹤0.01% 3057
2024
Q1 		$380K Sell
15,817
-1,490
-9% -$34.5K ﹤0.01% 3596
2023
Q4 		$394K Buy
+17,307
New +$364K ﹤0.01% 3452

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
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
IA
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

Envestnet Asset Management's UMMA Position: Q2 2026 in Review

Envestnet Asset Management increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 1.5% in Q2 2026, buying an estimated $5.65K and bringing the position to 10,882 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #4188.

Envestnet Asset Management first reported a position in UMMA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.92M in Q2 2025. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Envestnet Asset Management held 10,882 shares of Wahed Dow Jones Islamic World ETF worth $430K as of Q2 2026.
  • Envestnet Asset Management bought 157 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $5.65K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4188 holding.
  • Envestnet Asset Management first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Asset Management's Wahed Dow Jones Islamic World ETF position peaked at $1.92M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.