Jeff Yass’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Jeff Yass’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	$1.88M	Sell	47,625 -2,183	-4%	-$78.6K	﹤0.01%	6618
2026 Q1	$1.53M	Sell	49,808 -1,539	-3%	-$49.3K	﹤0.01%	6834
2025 Q4	$1.52M	Sell	51,347 -1,585	-3%	-$45.5K	﹤0.01%	6207
2025 Q3	$1.46M	Buy	+52,932	New	+$1.41M	﹤0.01%	6462
2025 Q2	–	Sell	-36,613	Closed	-$872K	–	13759
2025 Q1	$872K	Buy	36,613 +26,048	+247%	+$645K	﹤0.01%	7591
2024 Q4	$250K	Buy	+10,565	New	+$261K	﹤0.01%	10212
2024 Q3	–	Sell	-12,403	Closed	-$307K	–	13085
2024 Q2	$307K	Sell	12,403 -27,884	-69%	-$675K	﹤0.01%	9395
2024 Q1	$968K	Buy	40,287 +16,719	+71%	+$387K	﹤0.01%	6998
2023 Q4	$537K	Buy	+23,568	New	+$495K	﹤0.01%	8493
2022 Q4	–	Sell	-11,314	Closed	-$190K	–	13729
2022 Q3	$190K	Sell	11,314 -24,631	-69%	-$471K	﹤0.01%	10923
2022 Q2	$689K	Buy	+35,945	New	+$733K	﹤0.01%	7458

Other funds holding UMMA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

Jeff Yass's UMMA Position: Q2 2026 in Review

Jeff Yass reduced its Wahed Dow Jones Islamic World ETF (UMMA) stake by 4.4% in Q2 2026, selling an estimated $78.6K and leaving 47,625 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #6618.

Jeff Yass first reported a position in UMMA in Q2 2022 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

Jeff Yass held 47,625 shares of Wahed Dow Jones Islamic World ETF worth $1.88M as of Q2 2026.
Jeff Yass sold 2,183 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $78.6K.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6618 holding.
Jeff Yass first reported a position in Wahed Dow Jones Islamic World ETF in Q2 2022 and has held it in 11 quarters since.
50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.