CA
WTBA icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $200M AUM 18.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Clearstead Advisors's WTBA Position: Q4 2025 in Review

Clearstead Advisors sold out of West Bancorporation (WTBA) in Q4 2025, closing a stake of 3 shares — an estimated $61 sold.

Clearstead Advisors first reported a position in WTBA in Q3 2025 and held it in 1 quarter. The position peaked at $61 in Q3 2025. 104 funds tracked by Wall St. Rank hold WTBA as of Q4 2025.

  • Clearstead Advisors reported no remaining West Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 3 West Bancorporation shares in Q4 2025, an estimated $61.
  • Clearstead Advisors first reported a position in West Bancorporation in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's West Bancorporation position peaked at $61 in Q3 2025.
  • 104 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.