WHGIXETF / FundWESTWOOD INCOME OPPORTUNITY FUND
Verdicts genuinely change. Free email alert the moment WHGIX's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
WESTWOOD INCOME OPPORTUNITY FUND · Ultimus Managers Trust
162 holdings
NON-COMPLIANT 47.51% of portfolio weight is in non-compliant holdings, over the 5% threshold.
10.15% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
162 holdings, 112 matched (73% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
3.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 49% of portfolio weight (68 of 162 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
18.2% compliant 7.3% questionable 47.5% non-compliant 27.1% unscreened
All holdings (162)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ULTIMUS MANAGERS TRUST | UNSCREENED | 2.77% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 2.34% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| NVDA NVIDIA CORP | COMPLIANT | 2.03% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GILD GILEAD SCIENCES INC | COMPLIANT | 1.75% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 1.70% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| DELL DELL TECHNOLOGIES INC | COMPLIANT | 1.65% | AAOIFI10.2% Usmani27.7% Dow Jones Islamic30.9% S&P Shariah36.3% MSCI Islamic27.7% MSCI Islamic M-Series36.3% FTSE Shariah27.1% |
| ENTERPRISE PRODUCTS PARTNERS LP | UNSCREENED | 1.57% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 1.40% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| JNJ JOHNSON & JOHNSON | COMPLIANT | 1.39% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 1.35% | no in-house ratios for this holding |
| CSCO CISCO SYSTEMS INC | COMPLIANT | 1.31% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| J.P. MORGAN EXCHANGE-TRADED FUND TRUST | UNSCREENED | 1.23% | no in-house ratios for this holding |
| GD GENERAL DYNAMICS CORP | NON_COMPLIANT | 1.14% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 1.12% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| VTR VENTAS INC | COMPLIANT | 1.09% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| LMT LOCKHEED MARTIN CORP | NON_COMPLIANT | 1.08% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| FDXF FEDEX FREIGHT HOLDING COMPANY INC | NON_COMPLIANT | 1.08% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| SSB SOUTHSTATE BANK CORP | NON_COMPLIANT | 1.06% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WEC WEC ENERGY GROUP INC | NON_COMPLIANT | 1.04% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| BABA ALIBABA GROUP HOLDING LTD | COMPLIANT | 1.03% | AAOIFI7.6% Usmani1.1% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic1.1% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| OWL BLUE OWL CAPITAL INC | NON_COMPLIANT | 1.00% | AAOIFI27.6% Usmani30.9% Dow Jones Islamic16.4% S&P Shariah16.5% MSCI Islamic30.9% MSCI Islamic M-Series16.5% FTSE Shariah30.9% |
| AAPL APPLE INC | COMPLIANT | 0.94% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| FDS FACTSET RESEARCH SYSTEMS INC | COMPLIANT | 0.93% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| EVR EVERCORE INC | NON_COMPLIANT | 0.92% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| J.P. MORGAN EXCHANGE-TRADED FUND TRUST | UNSCREENED | 0.90% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.90% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.90% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.88% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.88% | no in-house ratios for this holding |
| FIRST AMERICAN FUNDS INC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.85% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.85% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.83% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 0.82% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| BA BOEING COMPANY (THE) | NON_COMPLIANT | 0.80% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.80% | no in-house ratios for this holding |
| ISHARES INC | UNSCREENED | 0.79% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.79% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| TMO THERMO FISHER SCIENTIFIC INC | COMPLIANT | 0.79% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| HPE HEWLETT PACKARD ENTERPRISE COMPANY | NON_COMPLIANT | 0.79% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| B BARRICK MINING CORP | COMPLIANT | 0.76% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KMI KINDER MORGAN INC | NON_COMPLIANT | 0.76% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| QCOM QUALCOMM INC | COMPLIANT | 0.75% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| PLD PROLOGIS INC | NON_COMPLIANT | 0.75% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| SLB LTD | UNSCREENED | 0.75% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.75% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| FCX FREEPORT-MCMORAN INC | COMPLIANT | 0.74% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| WMT WALMART INC | QUESTIONABLE | 0.74% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.74% | no in-house ratios for this holding |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.71% | AAOIFI86.5% Usmani47.1% Dow Jones Islamic92.6% S&P Shariah102.9% MSCI Islamic47.1% MSCI Islamic M-Series102.9% FTSE Shariah47.0% |
| PM PHILIP MORRIS INTERNATIONAL INC | NON_COMPLIANT | 0.71% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| STT STATE STREET CORP | NON_COMPLIANT | 0.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.68% | no in-house ratios for this holding |
| B.A.T CAPITAL CORP | UNSCREENED | 0.68% | no in-house ratios for this holding |
| TJX TJX COMPANIES INC (THE) | COMPLIANT | 0.65% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| BWX TECHNOLOGIES INC | UNSCREENED | 0.64% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | UNSCREENED | 0.64% | no in-house ratios for this holding |
| FARMERS EXCHANGE CAPITAL | UNSCREENED | 0.64% | no in-house ratios for this holding |
| COLUMBIA PIPELINES OPERATING CO LLC | UNSCREENED | 0.63% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| NOG NORTHERN OIL & GAS INC | NON_COMPLIANT | 0.62% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| BOSTON PROPERTIES LP | UNSCREENED | 0.62% | no in-house ratios for this holding |
| GOLUB CAPITAL PRIVATE CREDIT FUND | UNSCREENED | 0.61% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.61% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ESS ESSEX PROPERTY TRUST INC | NON_COMPLIANT | 0.60% | AAOIFI35.7% Usmani49.5% Dow Jones Islamic37.2% S&P Shariah39.3% MSCI Islamic49.5% MSCI Islamic M-Series39.3% FTSE Shariah49.5% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.60% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C CITIGROUP INC | NON_COMPLIANT | 0.57% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| BNS.TO BANK OF NOVA SCOTIA (THE) | NON_COMPLIANT | 0.57% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SBL HOLDINGS INC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.55% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | NON_COMPLIANT | 0.55% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| LNT ALLIANT ENERGY CORP | NON_COMPLIANT | 0.55% | AAOIFI62.6% Usmani45.2% Dow Jones Islamic67.4% S&P Shariah74.1% MSCI Islamic44.4% MSCI Islamic M-Series74.1% FTSE Shariah44.4% |
| CHARTER COMMUNICATIONS OPERATING LLC / CHARTER COMMUNICATION OPERATING CAPITAL CORP | UNSCREENED | 0.55% | no in-house ratios for this holding |
| KO COCA-COLA COMPANY (THE) | COMPLIANT | 0.55% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| SCCO SOUTHERN COPPER CORP | COMPLIANT | 0.53% | AAOIFI4.9% Usmani35.7% Dow Jones Islamic8.2% S&P Shariah9.3% MSCI Islamic35.7% MSCI Islamic M-Series9.3% FTSE Shariah33.1% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.52% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| CURB CURBLINE PROPERTIES CORP | NON_COMPLIANT | 0.52% | AAOIFI17.6% Usmani22.7% Dow Jones Islamic23.2% S&P Shariahfail MSCI Islamic22.7% MSCI Islamic M-Seriesfail FTSE Shariah22.7% |
| PPC PILGRIM'S PRIDE CORP | NON_COMPLIANT | 0.52% | AAOIFI43.6% Usmani31.0% Dow Jones Islamic33.3% S&P Shariah37.2% MSCI Islamic31.0% MSCI Islamic M-Series37.2% FTSE Shariah28.5% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.52% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MPT OPERATING PARTNERSHIP LP / MPT FINANCE CORP | UNSCREENED | 0.51% | no in-house ratios for this holding |
| LASITE.MX SITIOS LATINOAMERICA SAB DE CV | NON_COMPLIANT | 0.51% | AAOIFI221.8% Usmani93.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic70.7% MSCI Islamic M-Seriesfail FTSE Shariah70.7% |
| NAB.AX NATIONAL AUSTRALIA BANK LTD | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CVX CHEVRON CORP | COMPLIANT | 0.50% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| SWK STANLEY BLACK & DECKER INC | NON_COMPLIANT | 0.50% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| SRE SEMPRA | NON_COMPLIANT | 0.50% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| HON HONEYWELL INTERNATIONAL INC | NON_COMPLIANT | 0.50% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| OLD NATIONAL BANCORP | UNSCREENED | 0.50% | no in-house ratios for this holding |
| SPACE EXPLORATION TECHNOLOGIES CORP | UNSCREENED | 0.50% | no in-house ratios for this holding |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PENSKE TRUCK LEASING CO LP / PENSKE TRUCK LEASING FINANCE CORP | UNSCREENED | 0.49% | no in-house ratios for this holding |
| FLORIDA GAS TRANSMISSION COMPANY LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARES INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| TRANSCANADA TRUST | UNSCREENED | 0.48% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.47% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| BNP.PA BNP PARIBAS SA | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 0.47% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| GEORGIA POWER COMPANY | UNSCREENED | 0.47% | no in-house ratios for this holding |
| FLEX FLEX LTD | COMPLIANT | 0.47% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| CORPORATE DEFENSE PROPERTIES LP | UNSCREENED | 0.45% | no in-house ratios for this holding |
| PHOTO HOLDINGS LLC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| MTH MERITAGE HOMES CORP | NON_COMPLIANT | 0.45% | AAOIFI13.1% Usmani7.6% Dow Jones Islamic11.9% S&P Shariah11.1% MSCI Islamic7.6% MSCI Islamic M-Series11.1% FTSE Shariah7.6% |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SINCLAIR TELEVISION GROUP INC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.43% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| FREDDIE MAC STACR REMIC TRUST 2021-HQA1 | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| SABRE FINANCIAL BORROWER LLC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| RNR RENAISSANCERE HOLDINGS LTD | NON_COMPLIANT | 0.41% | AAOIFI17.0% Usmani4.2% Dow Jones Islamic18.5% S&P Shariah19.2% MSCI Islamic4.2% MSCI Islamic M-Series19.2% FTSE Shariah4.2% |
| XE X-ENERGY INC | NON_COMPLIANT | 0.41% | AAOIFI0.4% Usmani1.2% Dow Jones Islamic— S&P Shariah— MSCI Islamic1.2% MSCI Islamic M-Series— FTSE Shariah0.0% |
| KIMCO REALTY OP LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.41% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CHARTER COMMUNICATIONS OPERATING LLC / CHARTER COMMUNICATION OPERATING CAPITAL CORP | UNSCREENED | 0.40% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| LNC LINCOLN NATIONAL CORP | NON_COMPLIANT | 0.36% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.36% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.36% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| MYLAN INC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.36% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.35% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| SIXTH STREET LENDING PARTNERS | UNSCREENED | 0.35% | no in-house ratios for this holding |
| SAN DIEGO GAS & ELECTRIC COMPANY | UNSCREENED | 0.34% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.33% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| NOG NORTHERN OIL & GAS INC | NON_COMPLIANT | 0.33% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.32% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| FIVE CORNERS FUNDING TRUST IV | UNSCREENED | 0.31% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.31% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| PARAMOUNT GLOBAL | UNSCREENED | 0.31% | no in-house ratios for this holding |
| PSX PHILLIPS 66 COMPANY | COMPLIANT | 0.30% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| MARA MARA HOLDINGS INC | NON_COMPLIANT | 0.29% | AAOIFI59.2% Usmani56.7% Dow Jones Islamic48.0% S&P Shariah50.6% MSCI Islamic56.6% MSCI Islamic M-Series50.6% FTSE Shariah55.6% |
| 9698.HK GDS HOLDINGS LTD | NON_COMPLIANT | 0.28% | AAOIFI100.6% Usmani70.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.4% MSCI Islamic M-Seriesfail FTSE Shariah59.4% |
| CYH COMMUNITY HEALTH SYSTEMS INC | NON_COMPLIANT | 0.27% | AAOIFI2504.2% Usmani85.4% Dow Jones Islamic2166.3% S&P Shariah2175.5% MSCI Islamic83.8% MSCI Islamic M-Series2175.5% FTSE Shariah78.7% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CINEMARK USA INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| DELL INTERNATIONAL LLC / EMC CORP | UNSCREENED | 0.27% | no in-house ratios for this holding |
| RITM RITHM CAPITAL CORP | NON_COMPLIANT | 0.26% | AAOIFI532.0% Usmani55.3% Dow Jones Islamic565.3% S&P Shariah611.2% MSCI Islamic55.3% MSCI Islamic M-Series611.2% FTSE Shariah55.3% |
| SIX FLAGS ENTERTAINMENT CORP / SIX FLAGS THEME PARKS INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ICAHN ENTERPRISES LP / ICAHN ENTERPRISES FINANCE CORP | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SUN SUNOCO LP | NON_COMPLIANT | 0.25% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| STAPLES INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MOHEGAN ESCROW ISSUER LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| WTI W & T OFFSHORE INC | NON_COMPLIANT | 0.25% | AAOIFI68.7% Usmani36.8% Dow Jones Islamic106.2% S&P Shariah98.5% MSCI Islamic36.8% MSCI Islamic M-Series98.5% FTSE Shariah36.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | NON_COMPLIANT | 0.25% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| HPQ HP INC | NON_COMPLIANT | 0.25% | AAOIFI36.8% Usmani22.6% Dow Jones Islamic42.8% S&P Shariah41.1% MSCI Islamic22.6% MSCI Islamic M-Series41.1% FTSE Shariah20.0% |
| N/A | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CENTURY COMMUNITIES INC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.17% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| OWL BLUE OWL CAPITAL CORP | NON_COMPLIANT | 0.09% | AAOIFI27.6% Usmani30.9% Dow Jones Islamic16.4% S&P Shariah16.5% MSCI Islamic30.9% MSCI Islamic M-Series16.5% FTSE Shariah30.9% |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Chicago Board of Trade | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Chicago Board of Trade | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| SAN DIEGO GAS & ELECTRIC COMPANY | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LYB INTERNATIONAL FINANCE III LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Chicago Board of Trade | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| Chicago Board of Trade | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.01% | no in-house ratios for this holding |
The published standards disagree about this fund by 10 points of portfolio weight — 30.4% of it passes AAOIFI, 20.5% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 30.4% ratios fail on 31.3% 38.2% not rated under AAOIFI
ratios pass on 22.9% ratios fail on 30.8% 46.3% not rated under Usmani
ratios pass on 28.5% ratios fail on 30.0% 41.5% not rated under Dow Jones Islamic
ratios pass on 26.4% ratios fail on 32.1% 41.5% not rated under S&P Shariah
ratios pass on 20.5% ratios fail on 30.8% 48.7% not rated under MSCI Islamic
ratios pass on 26.4% ratios fail on 32.1% 41.5% not rated under MSCI Islamic M-Series
ratios pass on 25.8% ratios fail on 28.7% 45.5% not rated under FTSE Shariah
76 of 162 listed holdings carry our own per-methodology verdicts (63% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 68 (58% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| WFC WELLS FARGO & COMPANY | 1.40% |
| GD GENERAL DYNAMICS CORP | 1.14% |
| ET ENERGY TRANSFER LP | 1.12% |
| LMT LOCKHEED MARTIN CORP | 1.08% |
| FDXF FEDEX FREIGHT HOLDING COMPANY INC | 1.08% |
| SSB SOUTHSTATE BANK CORP | 1.06% |
| WEC WEC ENERGY GROUP INC | 1.04% |
| OWL BLUE OWL CAPITAL INC | 1.00% |
| EVR EVERCORE INC | 0.92% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.90% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
WESTWOOD INCOME OPPORTUNITY FUND (WHGIX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| ULTIMUS MANAGERS TRUSTnot matched to a ticker | 2.77% | Not screened |
| GOOGALPHABET INC | 2.34% | Questionable |
| NVDANVIDIA CORP | 2.03% | Compliant |
| GILDGILEAD SCIENCES INC | 1.75% | Compliant |
| MSFTMICROSOFT CORP | 1.70% | Questionable |
| DELLDELL TECHNOLOGIES INC | 1.65% | Compliant |
| ENTERPRISE PRODUCTS PARTNERS LPnot matched to a ticker | 1.57% | Not screened |
| WFCWELLS FARGO & COMPANY | 1.40% | Non-compliant |
| JNJJOHNSON & JOHNSON | 1.39% | Compliant |
| JP MORGAN CHASE & COMPANYnot matched to a ticker | 1.35% | Not screened |
Top 10 of 162 holdings, 17.9% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- ULTIMUS MANAGERS TRUSTnot screened2.77%
- GOOGquestionable2.34%
- MSFTquestionable1.70%
- ENTERPRISE PRODUCTS PARTNERS LPnot screened1.57%
- WFCnon-compliant1.40%
- JP MORGAN CHASE & COMPANYnot screened1.35%
What changed, and when
Verdict history for WHGIX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for WHGIX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 38.10 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -165.33 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -0.98 | SELL |
| Momentum (10) | -0.13 | SELL |
| EMA (10) | 13.01 | SELL |
| SMA (10) | 13.05 | SELL |
| EMA (20) | 13.04 | SELL |
| SMA (20) | 13.04 | SELL |
| EMA (30) | 13.07 | SELL |
| SMA (30) | 13.04 | SELL |
| EMA (50) | 13.12 | SELL |
| SMA (50) | 13.15 | SELL |
| EMA (100) | 13.15 | SELL |
| SMA (100) | 13.23 | SELL |
| EMA (200) | 13.04 | SELL |
| SMA (200) | 13.12 | SELL |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.