Verdicts genuinely change. Free email alert the moment WWSMX's does — no target price to set, unlike "Alert" above.
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 QUALITY SMIDCAP FUND · Ultimus Managers Trust
62 holdings
NON-COMPLIANT 38.58% of portfolio weight is in non-compliant holdings, over the 5% threshold.
62 holdings, 54 matched (88% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
0.81% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (47 of 62 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.
46.9% compliant 2.2% questionable 38.6% non-compliant 11.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FIRST AMERICAN FUNDS INC | UNSCREENED | 2.74% | no in-house ratios for this holding |
| PIPR PIPER SANDLER COMPANIES | NON_COMPLIANT | 2.44% | AAOIFI0.3% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.6% |
| IDA IDACORP INC | NON_COMPLIANT | 2.30% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| GBCI GLACIER BANCORP INC | NON_COMPLIANT | 2.30% | AAOIFI0.8% Usmani0.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic0.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| MRX MAREX GROUP LTD | NON_COMPLIANT | 2.24% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| BJ BJ'S WHOLESALE CLUB HOLDINGS INC | QUESTIONABLE | 2.22% | AAOIFI23.1% Usmani34.7% Dow Jones Islamic21.7% S&P Shariah23.4% MSCI Islamic34.7% MSCI Islamic M-Series23.4% FTSE Shariah7.9% |
| PKG PACKAGING CORP OF AMERICA | COMPLIANT | 2.20% | AAOIFI20.8% Usmani40.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic39.9% MSCI Islamic M-Series0.2% FTSE Shariah36.0% |
| SXT SENSIENT TECHNOLOGIES CORP | COMPLIANT | 2.11% | AAOIFI13.4% Usmani32.2% Dow Jones Islamic19.2% S&P Shariah21.4% MSCI Islamic32.2% MSCI Islamic M-Series21.4% FTSE Shariah32.2% |
| VC VISTEON CORP | COMPLIANT | 2.07% | AAOIFI15.8% Usmani12.6% Dow Jones Islamic16.4% S&P Shariah15.4% MSCI Islamic12.6% MSCI Islamic M-Series15.4% FTSE Shariah8.7% |
| TREX TREX COMPANY INC | COMPLIANT | 2.05% | AAOIFI1.1% Usmani3.1% Dow Jones Islamic0.9% S&P Shariah0.8% MSCI Islamic3.1% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| WTFC WINTRUST FINANCIAL CORP | NON_COMPLIANT | 2.03% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EVR EVERCORE INC | NON_COMPLIANT | 2.03% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| EGP EASTGROUP PROPERTIES INC | COMPLIANT | 2.02% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| CFR CULLEN/FROST BANKERS INC | NON_COMPLIANT | 2.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SSB SOUTHSTATE BANK CORP | NON_COMPLIANT | 1.99% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PR PERMIAN RESOURCES CORP | COMPLIANT | 1.99% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| HUBB HUBBELL INC | COMPLIANT | 1.98% | AAOIFI11.2% Usmani32.5% Dow Jones Islamic11.8% S&P Shariah12.7% MSCI Islamic32.5% MSCI Islamic M-Series12.7% FTSE Shariah30.6% |
| KEX KIRBY CORP | COMPLIANT | 1.96% | AAOIFI16.8% Usmani19.6% Dow Jones Islamic18.8% S&P Shariah19.7% MSCI Islamic19.6% MSCI Islamic M-Series19.7% FTSE Shariah16.6% |
| MSA MSA SAFETY INC | COMPLIANT | 1.96% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| MOD MODINE MANUFACTURING COMPANY | COMPLIANT | 1.94% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| BOOT BOOT BARN HOLDINGS INC | COMPLIANT | 1.92% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| POOL POOL CORP | COMPLIANT | 1.84% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| AVISTA CORP | UNSCREENED | 1.82% | no in-house ratios for this holding |
| LFUS LITTELFUSE INC | COMPLIANT | 1.64% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 1.64% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| FRT FEDERAL REALTY INVESTMENT TRUST | NON_COMPLIANT | 1.64% | AAOIFI48.5% Usmani54.6% Dow Jones Islamic56.8% S&P Shariah59.6% MSCI Islamic54.6% MSCI Islamic M-Series59.6% FTSE Shariah54.6% |
| RUSHA RUSH ENTERPRISES INC | COMPLIANT | 1.63% | AAOIFI7.0% Usmani11.2% Dow Jones Islamic13.4% S&P Shariah14.7% MSCI Islamic8.8% MSCI Islamic M-Series14.7% FTSE Shariah6.1% |
| RGLD ROYAL GOLD INC | COMPLIANT | 1.63% | AAOIFI1.8% Usmani4.2% Dow Jones Islamic2.7% S&P Shariah3.3% MSCI Islamic4.2% MSCI Islamic M-Series3.3% FTSE Shariah4.2% |
| COO COOPER COMPANIES INC (THE) | COMPLIANT | 1.63% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NFG NATIONAL FUEL GAS COMPANY | NON_COMPLIANT | 1.60% | AAOIFI44.7% Usmani34.1% Dow Jones Islamic50.5% S&P Shariah57.4% MSCI Islamic34.1% MSCI Islamic M-Series57.4% FTSE Shariah34.1% |
| COPT DEFENSE PROPERTIES | UNSCREENED | 1.59% | no in-house ratios for this holding |
| AIR AAR CORP | NON_COMPLIANT | 1.59% | AAOIFI24.2% Usmani29.0% Dow Jones Islamic29.6% S&P Shariah33.0% MSCI Islamic29.0% MSCI Islamic M-Series33.0% FTSE Shariah25.7% |
| IPAR INTERPARFUMS INC | COMPLIANT | 1.57% | AAOIFI4.3% Usmani10.9% Dow Jones Islamic4.6% S&P Shariah4.5% MSCI Islamic10.9% MSCI Islamic M-Series4.5% FTSE Shariah9.6% |
| RNR RENAISSANCERE HOLDINGS LTD | NON_COMPLIANT | 1.54% | AAOIFI17.0% Usmani4.2% Dow Jones Islamic18.5% S&P Shariah19.2% MSCI Islamic4.2% MSCI Islamic M-Series19.2% FTSE Shariah4.2% |
| MCY MERCURY GENERAL CORP | NON_COMPLIANT | 1.54% | AAOIFI16.3% Usmani9.0% Dow Jones Islamic22.0% S&P Shariah25.8% MSCI Islamic9.0% MSCI Islamic M-Series25.8% FTSE Shariah9.0% |
| WMS ADVANCED DRAINAGE SYSTEMS INC | COMPLIANT | 1.52% | AAOIFI16.0% Usmani40.8% Dow Jones Islamic16.1% S&P Shariah15.7% MSCI Islamic37.4% MSCI Islamic M-Series15.7% FTSE Shariah35.8% |
| WMG WARNER MUSIC GROUP CORP | NON_COMPLIANT | 1.52% | AAOIFI34.2% Usmani45.9% Dow Jones Islamic15713033.1% S&P Shariah15478978.9% MSCI Islamic45.9% MSCI Islamic M-Series15478978.9% FTSE Shariah43.9% |
| BWX TECHNOLOGIES INC | UNSCREENED | 1.47% | no in-house ratios for this holding |
| BLBD BLUE BIRD CORP | COMPLIANT | 1.46% | AAOIFI4.3% Usmani9.9% Dow Jones Islamic5.3% S&P Shariah6.0% MSCI Islamic7.4% MSCI Islamic M-Series6.0% FTSE Shariah7.4% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC | COMPLIANT | 1.43% | AAOIFI0.6% Usmani4.7% Dow Jones Islamic0.6% S&P Shariah0.8% MSCI Islamic1.3% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| RMBS RAMBUS INC | COMPLIANT | 1.43% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LSCC LATTICE SEMICONDUCTOR CORP | COMPLIANT | 1.42% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| AWI ARMSTRONG WORLD INDUSTRIES INC | COMPLIANT | 1.42% | AAOIFI7.5% Usmani28.9% Dow Jones Islamic7.7% S&P Shariah8.7% MSCI Islamic27.1% MSCI Islamic M-Series8.7% FTSE Shariah24.5% |
| IPGP IPG PHOTONICS CORP | COMPLIANT | 1.41% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| SMTC SEMTECH CORP | COMPLIANT | 1.40% | AAOIFI3.8% Usmani36.0% Dow Jones Islamic8.0% S&P Shariah10.6% MSCI Islamic36.0% MSCI Islamic M-Series10.6% FTSE Shariah34.2% |
| WFRD WEATHERFORD INTERNATIONAL PLC | COMPLIANT | 1.37% | AAOIFI26.7% Usmani33.0% Dow Jones Islamic29.9% S&P Shariah26.6% MSCI Islamic31.8% MSCI Islamic M-Series26.6% FTSE Shariah29.0% |
| SOLV SOLVENTUM CORP | NON_COMPLIANT | 1.35% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| OVV OVINTIV INC | NON_COMPLIANT | 1.24% | AAOIFI25.7% Usmani26.1% Dow Jones Islamic40.6% S&P Shariah41.2% MSCI Islamic25.5% MSCI Islamic M-Series41.2% FTSE Shariah19.2% |
| EXP EAGLE MATERIALS INC | NON_COMPLIANT | 1.24% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| USFD US FOODS HOLDING CORP | NON_COMPLIANT | 1.21% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| ACADEMY SPORTS AND OUTDOORS INC | UNSCREENED | 1.11% | no in-house ratios for this holding |
| TXRH TEXAS ROADHOUSE INC | NON_COMPLIANT | 1.10% | AAOIFI8.7% Usmani29.6% Dow Jones Islamic9.3% S&P Shariah10.1% MSCI Islamic29.6% MSCI Islamic M-Series10.1% FTSE Shariah1.4% |
| VAIL RESORTS INC | UNSCREENED | 1.09% | no in-house ratios for this holding |
| NMRK NEWMARK GROUP INC | NON_COMPLIANT | 1.05% | AAOIFI50.7% Usmani26.3% Dow Jones Islamic51.6% S&P Shariah58.7% MSCI Islamic26.3% MSCI Islamic M-Series58.7% FTSE Shariah16.7% |
| SKWD SKYWARD SPECIALTY INSURANCE GROUP INC | NON_COMPLIANT | 1.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CHRD CHORD ENERGY CORP | COMPLIANT | 1.01% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| BRIXMOR PROPERTY GROUP INC | UNSCREENED | 1.01% | no in-house ratios for this holding |
| HSIC HENRY SCHEIN INC | NON_COMPLIANT | 0.99% | AAOIFI36.7% Usmani32.3% Dow Jones Islamic41.6% S&P Shariah41.0% MSCI Islamic32.3% MSCI Islamic M-Series41.0% FTSE Shariah29.2% |
| BUILDERS FIRSTSOURCE INC | UNSCREENED | 0.94% | no in-house ratios for this holding |
| PAAS PAN AMERICAN SILVER CORP | COMPLIANT | 0.90% | AAOIFI2.4% Usmani7.3% Dow Jones Islamic5.0% S&P Shariah6.3% MSCI Islamic7.3% MSCI Islamic M-Series6.3% FTSE Shariah7.3% |
| VRRM VERRA MOBILITY CORP | NON_COMPLIANT | 0.52% | AAOIFI135.4% Usmani67.3% Dow Jones Islamic34.1% S&P Shariah31.6% MSCI Islamic67.3% MSCI Islamic M-Series31.6% FTSE Shariah64.0% |
| YSS YORK SPACE SYSTEMS INC | NON_COMPLIANT | 0.45% | AAOIFI8.8% Usmani8.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic8.6% MSCI Islamic M-Series— FTSE Shariah7.1% |
The published standards disagree about this fund by 15 points of portfolio weight — 50.7% of it passes AAOIFI, 36.1% 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 50.7% ratios fail on 33.4% 15.3% not rated under AAOIFI
ratios pass on 36.1% ratios fail on 45.5% 17.8% not rated under Usmani
ratios pass on 49.3% ratios fail on 34.4% 15.8% not rated under Dow Jones Islamic
ratios pass on 48.4% ratios fail on 35.3% 15.8% not rated under S&P Shariah
ratios pass on 36.1% ratios fail on 47.6% 15.8% not rated under MSCI Islamic
ratios pass on 49.9% ratios fail on 33.8% 15.8% not rated under MSCI Islamic M-Series
ratios pass on 42.2% ratios fail on 41.5% 15.8% not rated under FTSE Shariah
54 of 62 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 49 (80% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| PIPR PIPER SANDLER COMPANIES | 2.44% |
| IDA IDACORP INC | 2.30% |
| GBCI GLACIER BANCORP INC | 2.30% |
| MRX MAREX GROUP LTD | 2.24% |
| WTFC WINTRUST FINANCIAL CORP | 2.03% |
| EVR EVERCORE INC | 2.03% |
| CFR CULLEN/FROST BANKERS INC | 2.01% |
| SSB SOUTHSTATE BANK CORP | 1.99% |
| RRX REGAL REXNORD CORP | 1.64% |
| FRT FEDERAL REALTY INVESTMENT TRUST | 1.64% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
WESTWOOD QUALITY SMIDCAP FUND (WWSMX) 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.
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 |
|---|---|---|
| FIRST AMERICAN FUNDS INCnot matched to a ticker | 2.74% | Not screened |
| PIPRPIPER SANDLER COMPANIES | 2.44% | Non-compliant |
| IDAIDACORP INC | 2.30% | Non-compliant |
| GBCIGLACIER BANCORP INC | 2.30% | Non-compliant |
| MRXMAREX GROUP LTD | 2.24% | Non-compliant |
| BJBJ'S WHOLESALE CLUB HOLDINGS INC | 2.22% | Questionable |
| PKGPACKAGING CORP OF AMERICA | 2.20% | Compliant |
| SXTSENSIENT TECHNOLOGIES CORP | 2.11% | Compliant |
| VCVISTEON CORP | 2.07% | Compliant |
| TREXTREX COMPANY INC | 2.05% | Compliant |
Top 10 of 62 holdings, 22.7% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for WWSMX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 5 days - this is not a reading of today
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.
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.
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.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 43.60 | NEUTRAL |
| Stochastic %K (14) | 50.00 | NEUTRAL |
| CCI (20) | -25.00 | NEUTRAL |
| Williams %R (14) | -50.00 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | -0.51 | SELL |
| Momentum (10) | -0.09 | SELL |
| EMA (10) | 17.72 | SELL |
| SMA (10) | 17.75 | SELL |
| EMA (20) | 17.81 | SELL |
| SMA (20) | 17.75 | SELL |
| EMA (30) | 17.93 | SELL |
| SMA (30) | 17.89 | SELL |
| EMA (50) | 18.13 | SELL |
| SMA (50) | 18.29 | SELL |
| EMA (100) | 18.25 | SELL |
| SMA (100) | 18.58 | SELL |
| EMA (200) | 17.86 | SELL |
| SMA (200) | 18.19 | SELL |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
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.
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.
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.
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.
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.
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.