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Wahed Dow Jones Islamic World ETF

36 hedge funds and large institutions have $23.7M invested in Wahed Dow Jones Islamic World ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding

Funds holding: 3136 (+5)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

2.77% less ownership

Funds ownership: 14.23%11.46% (-2.8%)

10% less capital invested

Capital invested by funds: $26.2M → $23.7M (-$2.59M)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$3.53M -$4.88M -152,239 -57%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$3.35M -$60.1K -1,876 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.66M +$1.28M +39,836 +85%
Citadel Advisors
4
Citadel Advisors
Florida
$1.92M -$512K -15,969 -20%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.53M -$49.3K -1,539 -3%
EWM
6
Empirical Wealth Management
Washington
$1.48M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.24M -$559K -17,439 -30%
AWM
8
Apollon Wealth Management
South Carolina
$1.12M +$245K +7,655 +27%
SF
9
SageOak Financial
Oklahoma
$763K -$17K -530 -2%
FFA
10
Farther Finance Advisors
California
$755K +$160 +5 +0%
CCC
11
Compass Capital Corp
Massachusetts
$543K +$9K +281 +2%
PUI
12
Purpose Unlimited Inc
$456K +$5.61K +175 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$430K -$25.7K -802 -5%
KFS
14
Kaizen Financial Strategies
California
$394K +$377K +11,774 New
Jones Financial Companies
15
Jones Financial Companies
Missouri
$363K +$120K +3,738 +44%
RFC
16
Regions Financial Corp
Alabama
$344K +$359K +11,215 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$329K +$37.5K +1,169 +12%
Financial Engines Advisors
18
Financial Engines Advisors
California
$325K -$1.76K -55 -0.5%
AF
19
Allworth Financial
California
$305K +$86K +2,684 +37%
CMP
20
Courage Miller Partners
Virginia
$297K
IA
21
IFG Advisors
Missouri
$295K -$2.95K -92 -0.9%
YDMI
22
Y.D. More Investments
Israel
$290K
SFCL
23
Strengthening Families & Communities LLC
Massachusetts
$261K +$9.1K +284 +3%
PCA
24
Providence Capital Advisors
North Carolina
$123K -$1.41K -44 -1%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$122K +$128K +3,980 New

UMMA Hedge Fund Activity: Q1 2026 in Review

36 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q1 2026, worth a combined $23.7M — down 9.9% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UMMA positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was RFG Advisory, cutting an estimated $4.88M.

  • 36 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $23.7M of Wahed Dow Jones Islamic World ETF stock for Q1 2026, down 9.9% quarter-over-quarter.
  • 7 funds opened new Wahed Dow Jones Islamic World ETF positions in Q1 2026 and 0 closed out, a net change of +7 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q1 2026 was Morgan Stanley, an estimated $1.28M added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q1 2026 was RFG Advisory, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2026.