MAI Capital Management’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

MAI Capital 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 Q1	$3.92K	Buy	+128	New	+$4.1K	﹤0.01%	3635

Other funds holding UMMA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 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

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

MAI Capital Management's UMMA Position: Q1 2026 in Review

MAI Capital Management opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q1 2026: 128 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #3635 among its holdings.

36 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

MAI Capital Management held 128 shares of Wahed Dow Jones Islamic World ETF worth $3.92K as of Q1 2026.
Wahed Dow Jones Islamic World ETF was a new MAI Capital Management position in Q1 2026.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3635 holding.
36 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.