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Vishria Bird Financial Group’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		$222K Buy
8,057
+26
+0.3% +$693 0.04% 94
2025
Q2 		$214K Buy
+8,031
New +$199K 0.07% 86

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Vishria Bird Financial Group's UMMA Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 0.32% in Q3 2025, buying an estimated $693 and bringing the position to 8,057 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #94.

Vishria Bird Financial Group first reported a position in UMMA in Q2 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold UMMA as of Q3 2025.

  • Vishria Bird Financial Group held 8,057 shares of Wahed Dow Jones Islamic World ETF worth $222K as of Q3 2025.
  • Vishria Bird Financial Group bought 26 Wahed Dow Jones Islamic World ETF shares in Q3 2025, an estimated $693.
  • Wahed Dow Jones Islamic World ETF made up 0.04% of Vishria Bird Financial Group's portfolio in Q3 2025, its #94 holding.
  • Vishria Bird Financial Group first reported a position in Wahed Dow Jones Islamic World ETF in Q2 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.