Wells Fargo
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Wells Fargo’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Wells Fargo’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
Q2 		– Sell
-505
Closed -$12K – 7380
2025
Q1 		$12K Buy
+505
New +$12.5K ﹤0.01% 5854

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wells Fargo's UMMA Position: Q2 2025 in Review

Wells Fargo sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2025, closing a stake of 505 shares — an estimated $12K sold.

Wells Fargo first reported a position in UMMA in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 25 funds tracked by Wall St. Rank hold UMMA as of Q2 2025.

  • Wells Fargo reported no remaining Wahed Dow Jones Islamic World ETF position as of Q2 2025 after selling out during the quarter.
  • Wells Fargo sold 505 Wahed Dow Jones Islamic World ETF shares in Q2 2025, an estimated $12K.
  • Wells Fargo first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2025 and held it in 1 quarter.
  • Wells Fargo's Wahed Dow Jones Islamic World ETF position peaked at $12K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2025.

Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.