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Wahed Dow Jones Islamic World ETF

31 hedge funds and large institutions have $26.2M invested in Wahed Dow Jones Islamic World ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $22.4M → $26.2M (+$3.85M)

3% more funds holding

Funds holding: 3031 (+1)

0.25% more ownership

Funds ownership: 13.97%14.23% (+0.25%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$7.91M +$1.47M +51,363 +24%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$3.29M +$1.09M +38,058 +52%
Citadel Advisors
3
Citadel Advisors
Florida
$2.33M +$918K +32,015 +69%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.79M -$290K -10,123 -15%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.52M -$45.5K -1,585 -3%
EWM
6
Empirical Wealth Management
Washington
$1.43M
Morgan Stanley
7
Morgan Stanley
New York
$1.39M +$1.3M +45,184 +2,544%
AWM
8
Apollon Wealth Management
South Carolina
$853K +$5.08K +177 +0.6%
SF
9
SageOak Financial
Oklahoma
$753K -$24K -838 -3%
FFA
10
Farther Finance Advisors
California
$715K +$214K +7,475 +45%
CCC
11
Compass Capital Corp
Massachusetts
$498K +$430K +14,986 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$439K +$49K +1,708 +13%
PUI
13
Purpose Unlimited Inc
$431K +$419K +14,593 New
Financial Engines Advisors
14
Financial Engines Advisors
California
$315K
IA
15
IFG Advisors
Missouri
$288K +$15.3K +534 +6%
CMP
16
Courage Miller Partners
Virginia
$287K +$6.28K +219 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$283K +$6.11K +213 +2%
YDMI
18
Y.D. More Investments
Israel
$280K
Jones Financial Companies
19
Jones Financial Companies
Missouri
$250K +$128K +4,447 +111%
SFCL
20
Strengthening Families & Communities LLC
Massachusetts
$244K +$77K +2,683 +48%
AF
21
Allworth Financial
California
$215K +$175K +6,091 +517%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$208K +$201K +7,018 New
PCA
23
Providence Capital Advisors
North Carolina
$120K
Comerica Bank
24
Comerica Bank
Texas
$118K +$114K +3,980 New
IA
25
IFP Advisors
Florida
$60.1K +$5.74K +200 +11%

UMMA Hedge Fund Activity: Q4 2025 in Review

31 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q4 2025, worth a combined $26.2M — up 17% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UMMA positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was RFG Advisory, adding an estimated $1.47M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.79M sold.

  • 31 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q4 2025, up from 30 in Q3 2025.
  • Funds reported $26.2M of Wahed Dow Jones Islamic World ETF stock for Q4 2025, up 17% quarter-over-quarter.
  • 5 funds opened new Wahed Dow Jones Islamic World ETF positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q4 2025 was RFG Advisory, an estimated $1.47M added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q4 2025 was Goldman Sachs, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2025.