Wealth Enhancement Advisory Services’s West Bancorporation WTBA Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$528K	Buy	+18,333	New	+$518K	﹤0.01%	2755
2025 Q3	–	Sell	-96,097	Closed	-$2.03M	–	3716
2025 Q2	$2.03M	Sell	96,097 -1,360	-1%	-$26.3K	﹤0.01%	1341
2025 Q1	$1.94M	Buy	+97,457	New	+$2.08M	﹤0.01%	1258
2024 Q4	–	Sell	-22,639	Closed	-$430K	–	3128
2024 Q3	$430K	Sell	22,639 -25,785	-53%	-$495K	﹤0.01%	1924
2024 Q2	$867K	Buy	48,424 +35,680	+280%	+$606K	﹤0.01%	1349
2024 Q1	$227K	Buy	12,744 +141	+1%	+$2.6K	﹤0.01%	2109
2023 Q4	$267K	Hold	12,603	–	–	﹤0.01%	1894
2023 Q3	$206K	Buy	+12,603	New	+$233K	﹤0.01%	1985

Other funds holding WTBA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

West Bancorporation West Des Moines, Iowa $255M AUM 16.71% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $310M AUM 48.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Fortress Financial Group Rochester, Minnesota $205M AUM 15.03% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's WTBA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in West Bancorporation (WTBA) in Q3 2026: 18,333 shares worth $528K. The stake represents ﹤0.01% of the portfolio and ranks #2755 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in WTBA as recently as Q2 2025.

Wealth Enhancement Advisory Services first reported a position in WTBA in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2025. 34 funds tracked by Wall St. Rank hold WTBA as of Q3 2026.

Wealth Enhancement Advisory Services held 18,333 shares of West Bancorporation worth $528K as of Q3 2026.
West Bancorporation was a new Wealth Enhancement Advisory Services position in Q3 2026.
West Bancorporation made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2755 holding.
Wealth Enhancement Advisory Services first reported a position in West Bancorporation in Q3 2023 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's West Bancorporation position peaked at $2.03M in Q2 2025.
34 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.