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Wahed Invest LLC
Wahed Invest LLC is a New York-based registered investment adviser founded in 2015. It operates as an internet-based adviser specializing in offering Shariah-compliant robo-advisory investment services for individuals, and also serves as adviser to investment companies and ETFs (notably the Wahed FTSE USA Shariah ETF). The firm emphasizes ethical, faith-based investing and currently reports a staff of 9 employees.
Investment Strategy
Wahed Invest LLC's strategy centers on providing Shariah-compliant investment portfolios primarily for retail investors via a robo-advisory platform. Portfolios are constructed using equities and assets that pass Shariah screening (e.g., S&P 500 Shariah Index constituents), and the firm also launched the Wahed FTSE USA Shariah ETF. Investment philosophy stresses ethical, halal investing, diversification, and digital accessibility, with a focus on creating value for Muslim and ethically-driven investors. Client accounts are offered both discretionary and non-discretionary options, and investments are managed to align with religious and ethical guidelines.
Latest 13F Filing Activity
Wahed Invest LLC filed their most recent 13F report on Jun 30, 2025 disclosing 227 equity positions with a total 13F market value of $656M. The fund increased holdings in Microsoft Corp., Meta Platforms Inc., Tesla Inc. among other positions. Wahed Invest LLC reduced exposure to Coca-cola Co/the, International Business Machines Corp., Vertex Pharmaceuticals Inc. among others.
Top Holdings
Equity Positions (227)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 15.28% | $100.3M | 201,618 | $335.22 | $497.41 | +$27.9M |
A AAPL | Apple Inc | 12.53% | $82.2M | 400,738 | $187.70 | $205.17 | -$2.4M |
M META | Meta Platforms Inc | 6.68% | $43.8M | 59,356 | $328.95 | $738.09 | +$11.5M |
| Alphabet Inc | 4.24% | $27.8M | 158,022 | $131.45 | $176.23 | +$4.4M | |
T TSLA | Tesla Inc | 3.70% | $24.3M | 76,467 | $278.36 | $317.66 | +$5.9M |
Industry Allocation
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