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EverSource Wealth Advisors’s West Bancorporation WTBA Stock Holding History

EverSource Wealth 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 		$1.59K Sell
60
-382
-86% -$9.3K ﹤0.01% 3807
2026
Q1 		$10.5K Buy
442
+14
+3% +$334 ﹤0.01% 2887
2025
Q4 		$9.5K Buy
428
+6
+1% +$130 ﹤0.01% 2827
2025
Q3 		$8.57K Buy
422
+34
+9% +$669 ﹤0.01% 2906
2025
Q2 		$7.62K Buy
388
+353
+1,009% +$6.83K ﹤0.01% 2973
2025
Q1 		$698 Buy
35
+4
+13% +$85 ﹤0.01% 3348
2024
Q4 		$671 Hold
31
– – ﹤0.01% 3096
2024
Q3 		$589 Hold
31
– – ﹤0.01% 2836
2024
Q2 		$643 Hold
31
– – ﹤0.01% 2836
2024
Q1 		$504 Buy
+31
New +$571 ﹤0.01% 2720

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

EverSource Wealth Advisors's WTBA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its West Bancorporation (WTBA) stake by 86% in Q2 2026, selling an estimated $9.3K and leaving 60 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3807.

EverSource Wealth Advisors first reported a position in WTBA in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.5K in Q1 2026. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • EverSource Wealth Advisors held 60 shares of West Bancorporation worth $1.59K as of Q2 2026.
  • EverSource Wealth Advisors sold 382 West Bancorporation shares in Q2 2026, an estimated $9.3K.
  • West Bancorporation made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3807 holding.
  • EverSource Wealth Advisors first reported a position in West Bancorporation in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's West Bancorporation position peaked at $10.5K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.