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WB

West Bancorporation Portfolio holdings

AUM $234M
1-Year Est. Return 22.81%
This Fund
S&P 500
This Quarter Est. Return
+13.2%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$33.4M
Cap. Flow
+$9.18M
Cap. Flow %
3.93%
Top 10 Hldgs %
57.22%
Holding
103
New
5
Increased
21
Reduced
44
Closed
8

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$7.15M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.01M
3
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.42M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$1.26M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M
2
PEP icon
PepsiCo
PEP
+$721K
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$604K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$441K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$369K

Sector Composition

Rank Sector Weight
1 Financials 8.92%
2 Technology 5.88%
3 Healthcare 1.6%
4 Communication Services 1.57%
5 Consumer Staples 1.46%

No holdings matched the selected filter criteria.

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West Bancorporation's Q2 2026 Portfolio in Review

As of Q2 2026, West Bancorporation held 103 positions worth $234M, up 17% from $200M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

West Bancorporation deployed $9.18M of net new capital in Q2 2026, opening 5 new positions and adding to 21 existing holdings. Its largest new stake was Micron Technology: 334 shares worth $386K.

By sector, the portfolio is most concentrated in Financials at 8.9% of assets, down from 9.6% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $1.28M trimmed.

  • West Bancorporation's largest Q2 2026 buy was Micron Technology: 334 shares worth $386K.
  • West Bancorporation added most to Vanguard Morningstar Mid-Cap ETF in Q2 2026, an estimated $7.15M increase.
  • West Bancorporation's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $1.28M.
  • West Bancorporation fully exited PepsiCo in Q2 2026, selling an estimated $721K.
  • West Bancorporation's ten largest holdings make up 57% of its $234M portfolio in Q2 2026.
  • West Bancorporation opened 5 new positions and closed 8 in Q2 2026.
  • West Bancorporation's portfolio value rose 17% quarter-over-quarter to $234M.

Based on West Bancorporation's 13F filing for Q2 2026, filed 23 Jul 2026.