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Farther Finance Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Farther Finance Advisors’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 		$1.03M Buy
26,095
+1,928
+8% +$69.4K 0.01% 1088
2026
Q1 		$755K Buy
24,167
+5
+0% +$160 0.01% 1147
2025
Q4 		$715K Buy
24,162
+7,475
+45% +$214K 0.01% 1095
2025
Q3 		$460K Buy
16,687
+1,617
+11% +$43.1K 0.01% 1121
2025
Q2 		$401K Buy
15,070
+967
+7% +$24K 0.01% 1019
2025
Q1 		$337K Buy
14,103
+2,861
+25% +$70.9K 0.01% 990
2024
Q4 		$266K Buy
11,242
+625
+6% +$15.4K 0.01% 862
2024
Q3 		$271K Buy
10,617
+3,488
+49% +$86.8K 0.01% 875
2024
Q2 		$176K Buy
7,129
+2,926
+70% +$70.8K 0.01% 899
2024
Q1 		$101K Buy
4,203
+663
+19% +$15.4K 0.01% 937
2023
Q4 		$80.6K Buy
3,540
+1,367
+63% +$28.7K 0.01% 864
2023
Q3 		$43.7K Buy
2,173
+1,710
+369% +$36.5K 0.01% 813
2023
Q2 		$10.2K Buy
+463
New +$9.99K ﹤0.01% 1186

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Farther Finance Advisors's UMMA Position: Q2 2026 in Review

Farther Finance Advisors increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 8% in Q2 2026, buying an estimated $69.4K and bringing the position to 26,095 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1088.

Farther Finance Advisors first reported a position in UMMA in Q2 2023 and has held it in 13 quarters since. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Farther Finance Advisors held 26,095 shares of Wahed Dow Jones Islamic World ETF worth $1.03M as of Q2 2026.
  • Farther Finance Advisors bought 1,928 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $69.4K.
  • Wahed Dow Jones Islamic World ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1088 holding.
  • Farther Finance Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q2 2023 and has held it in 13 quarters since.
  • 15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.