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True Wealth Design’s West Bancorporation WTBA Stock Holding History

True Wealth Design’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 		$452 Buy
17
+1
+6% +$24 ﹤0.01% 2234
2026
Q1 		$381 Hold
16
– – ﹤0.01% 2147
2025
Q4 		$356 Sell
16
-3
-16% -$65 ﹤0.01% 2065
2025
Q3 		$387 Buy
19
+15
+375% +$295 ﹤0.01% 2088
2025
Q2 		$79 Buy
4
+1
+33% +$19 ﹤0.01% 2297
2025
Q1 		$60 Buy
+3
New +$64 ﹤0.01% 2344

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

True Wealth Design's WTBA Position: Q2 2026 in Review

True Wealth Design increased its West Bancorporation (WTBA) stake by 6.3% in Q2 2026, buying an estimated $24 and bringing the position to 17 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

True Wealth Design first reported a position in WTBA in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • True Wealth Design held 17 shares of West Bancorporation worth $452 as of Q2 2026.
  • True Wealth Design bought 1 West Bancorporation share in Q2 2026, an estimated $24.
  • West Bancorporation made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2234 holding.
  • True Wealth Design first reported a position in West Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.