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Wealthspan Partners’s West Bancorporation WTBA Stock Holding History

Wealthspan Partners’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 		$212K Buy
+8,000
New +$195K 0.07% 123

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

Wealthspan Partners's WTBA Position: Q2 2026 in Review

Wealthspan Partners opened a new position in West Bancorporation (WTBA) in Q2 2026: 8,000 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Wealthspan Partners held 8,000 shares of West Bancorporation worth $212K as of Q2 2026.
  • West Bancorporation was a new Wealthspan Partners position in Q2 2026.
  • West Bancorporation made up 0.07% of Wealthspan Partners's portfolio in Q2 2026, its #123 holding.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.