Y.D. More Investments’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Y.D. More Investments’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 Q1	$290K	Hold	9,450	–	–	0.01%	176
2025 Q4	$280K	Hold	9,450	–	–	0.01%	181
2025 Q3	$260K	Hold	9,450	–	–	0.01%	182
2025 Q2	$252K	Hold	9,450	–	–	0.02%	182
2025 Q1	$225K	Hold	9,450	–	–	0.02%	194
2024 Q4	$223K	Hold	9,450	–	–	0.02%	181
2024 Q3	$241K	Hold	9,450	–	–	0.03%	178
2024 Q2	$234K	Hold	9,450	–	–	0.02%	178
2024 Q1	$227K	Buy	9,450 +2,050	+28%	+$47.5K	0.04%	165
2023 Q4	$169K	Hold	7,400	–	–	0.03%	169
2023 Q3	$149K	Hold	7,400	–	–	0.03%	165
2023 Q2	$163K	Hold	7,400	–	–	0.04%	139
2023 Q1	$158K	Hold	7,400	–	–	0.04%	147
2022 Q4	$145K	Buy	+7,400	New	+$137K	0.04%	175

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Y.D. More Investments's UMMA Position: Q1 2026 in Review

Y.D. More Investments held its Wahed Dow Jones Islamic World ETF (UMMA) position steady in Q1 2026 at 9,450 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #176.

Y.D. More Investments first reported a position in UMMA in Q4 2022 and has held it in 14 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

Y.D. More Investments held 9,450 shares of Wahed Dow Jones Islamic World ETF worth $290K as of Q1 2026.
Y.D. More Investments left its Wahed Dow Jones Islamic World ETF share count unchanged in Q1 2026.
Wahed Dow Jones Islamic World ETF made up 0.01% of Y.D. More Investments's portfolio in Q1 2026, its #176 holding.
Y.D. More Investments first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2022 and has held it in 14 quarters since.
37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.