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Clearstead Advisors’s West Bancorporation WTBA Stock Holding History

Clearstead Advisors’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 		$107 Buy
+4
New +$97 ﹤0.01% 3345
2025
Q4 		– Sell
-3
Closed -$61 – 3292
2025
Q3 		$61 Buy
+3
New +$59 ﹤0.01% 2963

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 $3.38T AUM 44.17% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

Clearstead Advisors's WTBA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in West Bancorporation (WTBA) in Q2 2026: 4 shares worth $107. The stake represents ﹤0.01% of the portfolio and ranks #3345 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WTBA as recently as Q3 2025.

Clearstead Advisors first reported a position in WTBA in Q3 2025 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Clearstead Advisors held 4 shares of West Bancorporation worth $107 as of Q2 2026.
  • West Bancorporation was a new Clearstead Advisors position in Q2 2026.
  • West Bancorporation made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3345 holding.
  • Clearstead Advisors first reported a position in West Bancorporation in Q3 2025 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.