TD Waterhouse Canada’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

TD Waterhouse Canada’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	$19.5K	Buy	+513	New	+$18.5K	﹤0.01%	1649
2025 Q1	–	Sell	-380	Closed	-$8.95K	–	2071
2024 Q4	$8.95K	Sell	380 -5,450	-93%	-$134K	﹤0.01%	1434
2024 Q3	$148K	Hold	5,830	–	–	﹤0.01%	823
2024 Q2	$144K	Hold	5,830	–	–	﹤0.01%	826
2024 Q1	$173K	Hold	5,830	–	–	﹤0.01%	799
2023 Q4	$159K	Hold	5,830	–	–	﹤0.01%	722
2023 Q3	$145K	Sell	5,830 -2,000	-26%	-$42.7K	﹤0.01%	692
2023 Q2	$211K	Hold	7,830	–	–	﹤0.01%	652
2023 Q1	$207K	Buy	+7,830	New	+$163K	﹤0.01%	650

Other funds holding UMMA

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 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

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

TD Waterhouse Canada's UMMA Position: Q2 2026 in Review

TD Waterhouse Canada opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2026: 513 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings. This is a return to the name: TD Waterhouse Canada previously reported a position in UMMA as recently as Q4 2024.

TD Waterhouse Canada first reported a position in UMMA in Q1 2023 and has held it in 9 quarters since. The position peaked at $211K in Q2 2023. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

TD Waterhouse Canada held 513 shares of Wahed Dow Jones Islamic World ETF worth $19.5K as of Q2 2026.
Wahed Dow Jones Islamic World ETF was a new TD Waterhouse Canada position in Q2 2026.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1649 holding.
TD Waterhouse Canada first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2023 and has held it in 9 quarters since.
TD Waterhouse Canada's Wahed Dow Jones Islamic World ETF position peaked at $211K in Q2 2023.
15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.