Wealth Enhancement Advisory Services
UMMA icon

Wealth Enhancement Advisory Services’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.89M Buy
50,186
+10,132
+25% +$365K ﹤0.01% 1609
2026
Q1 		$1.24M Sell
40,054
-17,439
-30% -$559K ﹤0.01% 1668
2025
Q4 		$1.79M Sell
57,493
-10,123
-15% -$290K ﹤0.01% 1573
2025
Q3 		$1.93M Buy
67,616
+4,488
+7% +$120K ﹤0.01% 1463
2025
Q2 		$1.69M Buy
63,128
+4,736
+8% +$117K ﹤0.01% 1446
2025
Q1 		$1.39M Sell
58,392
-797
-1% -$19.7K ﹤0.01% 1433
2024
Q4 		$1.4M Buy
59,189
+19,696
+50% +$486K ﹤0.01% 1364
2024
Q3 		$1.01M Buy
39,493
+7,187
+22% +$179K ﹤0.01% 1388
2024
Q2 		$801K Sell
32,306
-2,713
-8% -$65.7K ﹤0.01% 1381
2024
Q1 		$841K Buy
35,019
+212
+0.6% +$4.91K ﹤0.01% 1320
2023
Q4 		$793K Buy
+34,807
New +$731K ﹤0.01% 1260

Other funds holding UMMA

RA
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
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
SF
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IA
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's UMMA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 25% in Q2 2026, buying an estimated $365K and bringing the position to 50,186 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Wealth Enhancement Advisory Services first reported a position in UMMA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q3 2025. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 50,186 shares of Wahed Dow Jones Islamic World ETF worth $1.89M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,132 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $365K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1609 holding.
  • Wealth Enhancement Advisory Services first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Wahed Dow Jones Islamic World ETF position peaked at $1.93M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.