Wahed Dow Jones Islamic WRLDUMMAETF
13F holders, Q1 2024 (March 31)17holders
1famous investor
$24.14avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding Wahed Dow Jones Islamic WRLD (UMMA) in their 13F filings. The largest holders were Citadel Advisors ($1.9M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($1.1M) and Susquehanna International Group, LLP ($968K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wahed Dow Jones Islamic WRLD
- Filed as
- LISTED FD TR (Q1 2024)
- CUSIP
- 53656F268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $205K |
| Exits | 3 | $515K |
Ownership 17 holders
| Citadel Advisors | 0.00% | Add +25.6% | 78,261 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +5.7% | 44,593 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +70.9% | 40,287 | $968K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 35,019 | $841K |
| Jane Street Group, LLC | 0.00% | Reduce -87.7% | 19,239 | $462K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.6% | 15,817 | $380K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -20.7% | 15,655 | $376K |
| Y.D. More Investments Ltd | 0.04% | Add +27.7% | 9,450 | $227K |
| IFG Advisors, LLC | 0.06% | Add +0.2% | 9,073 | $218K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,527 | $205K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,830 | $173K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.7% | 4,203 | $101K |
| Providence Capital Advisors, LLC | 0.01% | Add +195.5% | 2,518 | $60K |
| IFP Advisors, Inc | 0.00% | Add +4.5% | 1,187 | $29K |
| Royal Bank of Canada | 0.00% | Reduce -93.0% | 1,150 | $28K |
| UBS Group AG | 0.00% | Add +202.4% | 251 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 220 | $5K |
"% of holder's portfolio" is UMMA's weight in each manager's 13F, not the share of Wahed Dow Jones Islamic WRLD the manager owns.