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Independent Wealth Network’s West Bancorporation WTBA Stock Holding History

Independent Wealth Network’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 		$393K Buy
14,795
+97
+0.7% +$2.36K 0.1% 210
2026
Q1 		$350K Buy
14,698
+4,345
+42% +$104K 0.1% 204
2025
Q4 		$230K Buy
10,353
+423
+4% +$9.14K 0.07% 243
2025
Q3 		$202K Buy
+9,930
New +$195K 0.06% 270
2025
Q2 		– Sell
-10,603
Closed -$211K – 263
2025
Q1 		$211K Buy
10,603
+155
+1% +$3.31K 0.08% 223
2024
Q4 		$226K Buy
10,448
+40
+0.4% +$881 0.09% 205
2024
Q3 		$198K Sell
10,408
-942
-8% -$18.1K 0.09% 214
2024
Q2 		$203K Buy
11,350
+1,144
+11% +$19.4K 0.09% 204
2024
Q1 		$182K Buy
+10,206
New +$188K 0.09% 210

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

Independent Wealth Network's WTBA Position: Q2 2026 in Review

Independent Wealth Network increased its West Bancorporation (WTBA) stake by 0.66% in Q2 2026, buying an estimated $2.36K and bringing the position to 14,795 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #210.

Independent Wealth Network first reported a position in WTBA in Q1 2024 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Independent Wealth Network held 14,795 shares of West Bancorporation worth $393K as of Q2 2026.
  • Independent Wealth Network bought 97 West Bancorporation shares in Q2 2026, an estimated $2.36K.
  • West Bancorporation made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #210 holding.
  • Independent Wealth Network first reported a position in West Bancorporation in Q1 2024 and has held it in 9 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.