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Integrated Wealth Concepts’s West Bancorporation WTBA Stock Holding History

Integrated Wealth Concepts’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 		$5.31K Buy
+200
New +$4.87K ﹤0.01% 4937

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

Integrated Wealth Concepts's WTBA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in West Bancorporation (WTBA) in Q2 2026: 200 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #4937 among its holdings.

114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Integrated Wealth Concepts held 200 shares of West Bancorporation worth $5.31K as of Q2 2026.
  • West Bancorporation was a new Integrated Wealth Concepts position in Q2 2026.
  • West Bancorporation made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4937 holding.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.