Financial Engines Advisors
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Financial Engines Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Financial Engines 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
Q1 		$325K Sell
10,589
-55
-0.5% -$1.76K ﹤0.01% 452
2025
Q4 		$315K Hold
10,644
– – ﹤0.01% 462
2025
Q3 		$293K Buy
10,644
+274
+3% +$7.31K ﹤0.01% 473
2025
Q2 		$276K Buy
10,370
+165
+2% +$4.09K ﹤0.01% 461
2025
Q1 		$243K Buy
+10,205
New +$253K ﹤0.01% 396

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

Financial Engines Advisors's UMMA Position: Q1 2026 in Review

Financial Engines Advisors reduced its Wahed Dow Jones Islamic World ETF (UMMA) stake by 0.52% in Q1 2026, selling an estimated $1.76K and leaving 10,589 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Financial Engines Advisors first reported a position in UMMA in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • Financial Engines Advisors held 10,589 shares of Wahed Dow Jones Islamic World ETF worth $325K as of Q1 2026.
  • Financial Engines Advisors sold 55 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $1.76K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #452 holding.
  • Financial Engines Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.