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Wealthspire Advisors (New York)’s Westamerica Bancorp WABC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-164
Closed -$8.2K – 2875
2025
Q3 		$8.2K Buy
+164
New +$8.12K ﹤0.01% 2120

Other funds holding WABC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s WABC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Westamerica Bancorp (WABC) in Q4 2025, closing a stake of 164 shares — an estimated $8.2K sold.

Wealthspire Advisors (New York) first reported a position in WABC in Q3 2025 and held it in 1 quarter. The position peaked at $8.2K in Q3 2025. 216 funds tracked by Wall St. Rank hold WABC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Westamerica Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 164 Westamerica Bancorp shares in Q4 2025, an estimated $8.2K.
  • Wealthspire Advisors (New York) first reported a position in Westamerica Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Westamerica Bancorp position peaked at $8.2K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.