Creative Planning
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Creative Planning’s West Bancorporation WTBA Stock Holding History

Creative Planning’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 		– Sell
-9,326
Closed -$222K – 4412
2026
Q1 		$222K Buy
+9,326
New +$223K ﹤0.01% 3660

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

Creative Planning's WTBA Position: Q2 2026 in Review

Creative Planning sold out of West Bancorporation (WTBA) in Q2 2026, closing a stake of 9,326 shares — an estimated $222K sold.

Creative Planning first reported a position in WTBA in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Creative Planning reported no remaining West Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 9,326 West Bancorporation shares in Q2 2026, an estimated $222K.
  • Creative Planning first reported a position in West Bancorporation in Q1 2026 and held it in 1 quarter.
  • Creative Planning's West Bancorporation position peaked at $222K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.