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NewSquare Capital’s West Bancorporation WTBA Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-355
Closed -$6.97K – 1250
2025
Q2 		$6.97K Hold
355
– – ﹤0.01% 734
2025
Q1 		$7.08K Hold
355
– – ﹤0.01% 617
2024
Q4 		$7.69K Buy
+355
New +$7.82K ﹤0.01% 301

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NewSquare Capital's WTBA Position: Q3 2025 in Review

NewSquare Capital sold out of West Bancorporation (WTBA) in Q3 2025, closing a stake of 355 shares — an estimated $6.97K sold.

NewSquare Capital first reported a position in WTBA in Q4 2024 and held it in 3 quarters. The position peaked at $7.69K in Q4 2024. 98 funds tracked by Wall St. Rank hold WTBA as of Q3 2025.

  • NewSquare Capital reported no remaining West Bancorporation position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 355 West Bancorporation shares in Q3 2025, an estimated $6.97K.
  • NewSquare Capital first reported a position in West Bancorporation in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's West Bancorporation position peaked at $7.69K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.