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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
-1.19%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$9.58M
Cap. Flow
+$13.8M
Cap. Flow %
6.9%
Top 10 Hldgs %
55.61%
Holding
106
New
8
Increased
25
Reduced
30
Closed
8

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.72M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.54M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.17M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.62M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.37M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$339K
2
JPM icon
JPMorgan Chase
JPM
+$273K
3
FFA
First Trust Enhanced Equity Income Fund
FFA
+$266K
4
NOW icon
ServiceNow
NOW
+$229K
5
TSCO icon
Tractor Supply
TSCO
+$225K

Sector Composition

Rank Sector Weight
1 Financials 9.64%
2 Technology 5.88%
3 Consumer Staples 2.24%
4 Communication Services 1.86%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FFA
101
First Trust Enhanced Equity Income Fund
FFA
$451M
– –
-12,096
Closed -$266K
INTU icon
102
Intuit
INTU
$86.3B
– –
-320
Closed -$212K
NOW icon
103
ServiceNow
NOW
$114B
– –
-1,495
Closed -$229K
SPGI icon
104
S&P Global
SPGI
$122B
– –
-405
Closed -$212K
TSCO icon
105
Tractor Supply
TSCO
$15.8B
– –
-4,490
Closed -$225K
VFH icon
106
Vanguard Financials ETF
VFH
$13.5B
– –
-1,530
Closed -$204K
1 2 3 4
5

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IAG
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JHWEPV
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West Bancorporation's Q1 2026 Portfolio in Review

As of Q1 2026, West Bancorporation held 106 positions worth $200M, up 5% from $191M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

West Bancorporation deployed $13.8M of net new capital in Q1 2026, opening 8 new positions and adding to 25 existing holdings. Its largest new stake was Vanguard Morningstar Small-Cap Value ETF: 1,662 shares worth $361K.

By sector, the portfolio is most concentrated in Financials at 9.6% of assets, down from 11% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $339K trimmed.

  • West Bancorporation's largest Q1 2026 buy was Vanguard Morningstar Small-Cap Value ETF: 1,662 shares worth $361K.
  • West Bancorporation added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $2.72M increase.
  • West Bancorporation's biggest Q1 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $339K.
  • West Bancorporation fully exited First Trust Enhanced Equity Income Fund in Q1 2026, selling an estimated $266K.
  • West Bancorporation's ten largest holdings make up 56% of its $200M portfolio in Q1 2026.
  • West Bancorporation opened 8 new positions and closed 8 in Q1 2026.
  • West Bancorporation's portfolio value rose 5% quarter-over-quarter to $200M.

Based on West Bancorporation's 13F filing for Q1 2026, filed 23 Apr 2026.