Rise Advisors’s West Bancorporation WTBA Stock Holding History

Rise 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
2025 Q4	–	Sell	-56	Closed	-$1.14K	–	1444
2025 Q3	$1.14K	Buy	+56	New	+$1.1K	﹤0.01%	1262

Other funds holding WTBA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Rise Advisors's WTBA Position: Q4 2025 in Review

Rise Advisors sold out of West Bancorporation (WTBA) in Q4 2025, closing a stake of 56 shares — an estimated $1.14K sold.

Rise Advisors first reported a position in WTBA in Q3 2025 and held it in 1 quarter. The position peaked at $1.14K in Q3 2025. 104 funds tracked by Wall St. Rank hold WTBA as of Q4 2025.

Rise Advisors reported no remaining West Bancorporation position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 56 West Bancorporation shares in Q4 2025, an estimated $1.14K.
Rise Advisors first reported a position in West Bancorporation in Q3 2025 and held it in 1 quarter.
Rise Advisors's West Bancorporation position peaked at $1.14K in Q3 2025.
104 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.