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WI

Wahed Invest Portfolio holdings

AUM $770M
1-Year Est. Return 37.1%
This Fund
S&P 500
This Quarter Est. Return
-0.43%
1 Year Est. Return
+37.1%
3 Year Est. Return
+95.07%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$770M
AUM Growth
+$11.4M
Cap. Flow
+$41.5M
Cap. Flow %
5.38%
Top 10 Hldgs %
51.28%
Holding
232
New
19
Increased
28
Reduced
177
Closed
7

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$38.3M
2
KO icon
Coca-Cola
KO
+$7.47M
3
AZN icon
AstraZeneca
AZN
+$6.78M
4
IBM icon
IBM
IBM
+$6.39M
5
APP icon
Applovin
APP
+$2.98M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$10.5M
2
MSFT icon
Microsoft
MSFT
+$3.04M
3
AAPL icon
Apple
AAPL
+$1.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.37M

Sector Composition

Rank Sector Weight
1 Technology 44.44%
2 Communication Services 15.71%
3 Healthcare 13.23%
4 Energy 6.5%
5 Consumer Discretionary 6.38%

No holdings matched the selected filter criteria.

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Wahed Invest's Q1 2026 Portfolio in Review

As of Q1 2026, Wahed Invest held 232 positions worth $770M, up 1.5% from $759M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Wahed Invest deployed $41.5M of net new capital in Q1 2026, opening 19 new positions and adding to 28 existing holdings. Its largest new stake was Broadcom: 116,280 shares worth $36M.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 44% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was TSMC, an estimated $10.5M trimmed.

  • Wahed Invest's largest Q1 2026 buy was Broadcom: 116,280 shares worth $36M.
  • Wahed Invest added most to Infosys in Q1 2026, an estimated $999K increase.
  • Wahed Invest's biggest Q1 2026 reduction was TSMC, cutting an estimated $10.5M.
  • Wahed Invest fully exited Marathon Petroleum in Q1 2026, selling an estimated $1.3M.
  • Wahed Invest's ten largest holdings make up 51% of its $770M portfolio in Q1 2026.
  • Wahed Invest opened 19 new positions and closed 7 in Q1 2026.
  • Wahed Invest's portfolio value rose 1.5% quarter-over-quarter to $770M.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.