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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
Q2 		– Sell
-128
Closed -$3.92K – 4574
2026
Q1 		$3.92K Buy
+128
New +$4.1K ﹤0.01% 3635

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 $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

MAI Capital Management's UMMA Position: Q2 2026 in Review

MAI Capital Management sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2026, closing a stake of 128 shares — an estimated $3.92K sold.

MAI Capital Management first reported a position in UMMA in Q1 2026 and held it in 1 quarter. The position peaked at $3.92K in Q1 2026. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • MAI Capital Management reported no remaining Wahed Dow Jones Islamic World ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 128 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $3.92K.
  • MAI Capital Management first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Wahed Dow Jones Islamic World ETF position peaked at $3.92K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.