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
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

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

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

Wealth Enhancement Advisory Services's WTBA Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of West Bancorporation (WTBA) in Q3 2025, closing a stake of 96,097 shares — an estimated $2.03M sold.

Wealth Enhancement Advisory Services first reported a position in WTBA in Q3 2023 and held it in 7 quarters. The position peaked at $2.03M in Q2 2025. 98 funds tracked by Wall St. Rank hold WTBA as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining West Bancorporation position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 96,097 West Bancorporation shares in Q3 2025, an estimated $2.03M.
Wealth Enhancement Advisory Services first reported a position in West Bancorporation in Q3 2023 and held it in 7 quarters.
Wealth Enhancement Advisory Services's West Bancorporation position peaked at $2.03M in Q2 2025.
98 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.