BW
WTBA icon

Basepoint Wealth’s West Bancorporation WTBA Stock Holding History

Basepoint Wealth’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Sell
35,164
-121
-0.3% -$2.95K 0.53% 37
2026
Q1 		$839K Sell
35,285
-633
-2% -$15.1K 0.48% 32
2025
Q4 		$797K Buy
35,918
+421
+1% +$9.09K 0.48% 30
2025
Q3 		$721K Buy
35,497
+467
+1% +$9.19K 0.51% 39
2025
Q2 		$688K Buy
35,030
+429
+1% +$8.29K 0.53% 38
2025
Q1 		$690K Buy
34,601
+385
+1% +$8.22K 0.54% 36
2024
Q4 		$741K Hold
34,216
– – 0.59% 36
2024
Q3 		$650K Hold
34,216
– – 0.48% 50
2024
Q2 		$612K Hold
34,216
– – 0.48% 50
2024
Q1 		$610K Hold
34,216
– – 0.46% 53
2023
Q4 		$725K Hold
34,216
– – 0.58% 43
2023
Q3 		$558K Sell
34,216
-1,831
-5% -$33.8K 0.46% 53
2023
Q2 		$664K Buy
36,047
+536
+2% +$9.35K 0.55% 46
2023
Q1 		$649K Buy
35,511
+407
+1% +$8.65K 0.54% 47
2022
Q4 		$897K Buy
35,104
+18,567
+112% +$427K 0.79% 30
2022
Q3 		$344K Buy
+16,537
New +$399K 0.37% 58

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

Basepoint Wealth's WTBA Position: Q2 2026 in Review

Basepoint Wealth reduced its West Bancorporation (WTBA) stake by 0.34% in Q2 2026, selling an estimated $2.95K and leaving 35,164 shares worth $933K. The position accounts for 0.53% of the portfolio, ranked #37.

Basepoint Wealth first reported a position in WTBA in Q3 2022 and has held it in 16 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Basepoint Wealth held 35,164 shares of West Bancorporation worth $933K as of Q2 2026.
  • Basepoint Wealth sold 121 West Bancorporation shares in Q2 2026, an estimated $2.95K.
  • West Bancorporation made up 0.53% of Basepoint Wealth's portfolio in Q2 2026, its #37 holding.
  • Basepoint Wealth first reported a position in West Bancorporation in Q3 2022 and has held it in 16 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.