Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WEST BANCORPORATION INC (WTBA)

97 + Investors. Track Smart Money conviction in WTBA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
10Q ▲
Buyers last Q
63%

Smart Money Signals — WTBA

Based on 97 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added WTBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
97 hedge funds hold WTBA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

54 buying32 selling
Last quarter: 54 funds were net buyers (15 opened a brand new position + 39 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 13 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 28% medium 16% new
54 out of 97 hedge funds have held WTBA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

13 → 9 → 13 → 10 → 15 new funds/Q
New funds entering each quarter: 9 → 13 → 10 → 15. A growing number of institutions are discovering WTBA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 11% 1-2yr 27% new
Of 97 current holders: 60 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
26 of 97 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in WTBA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WTBA

How many hedge funds hold WTBA — quarterly history vs. share price
Quarterly hedge fund ownership of WTBA vs. share price

Market Analysis: WTBA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTBA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: WTBA
2026 Q1 Stats Unlock in 20 days 97 + Investors

Track Smart Money conviction in WTBA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 97 90 7.78%
13F Shares 8M 7M 4.7%
Total Value $169M $148M 14.2%
New Positions 15 10 +5
Increased Positions 39 31 +8
Closed Positions 8 8 -
Reduced Positions 24 32 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTBA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

97 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WTBA. Verified SEC 13F-HR filings.

Top 23 institutional holders of WTBA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WEST BANCORPORATION INC 4.96% 418,161 $9.9M
2 Independent Wealth Network Inc. 0.10% 14,698 $350K
3 LexAurum Advisors, LLC 0.08% 24,753 $589K
4 City State Bank 0.05% 7,554 $180K
5 Foster Group, Inc. 0.02% 30,667 $730K
6 TOWER TRUST & INVESTMENT Co 0.00% 155 $4K
7 Versant Capital Management, Inc 0.00% 701 $17K
8 Sequoia Financial Advisors, LLC 0.00% 10,738 $255K
9 Police & Firemen's Retirement System of New Jersey 0.00% 3,919 $93K
10 GAMMA Investing LLC 0.00% 548 $13K
11 Capital Advisors, Ltd. LLC 0.00% 123
12 Sterling Capital Management LLC 0.00% 441 $10K
13 JNBA Financial Advisors 0.00% 100 $2K
14 State of Alaska, Department of Revenue 0.00% 769
15 Nuveen, LLC 0.00% 27,802 $661K
16 True Wealth Design, LLC 0.00% 16
17 Farther Finance Advisors, LLC 0.00% 251 $6K
18 MassMutual Private Wealth & Trust, FSB 0.00% 58 $1K
19 NISA INVESTMENT ADVISORS, LLC 0.00% 337 $8K
20 Root Financial Partners, LLC 0.00% 12
21 IFP Advisors, Inc 0.00% 8
22 SIGNATUREFD, LLC 0.00% 9
23 SBI Securities Co., Ltd. 0.00% 2
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WEST BANCORPORATION INC (WTBA)

What does the Smart Money Trend signal show for WTBA?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added WTBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WTBA?

More buyers than sellers — 63% buying: Last quarter: 54 funds were net buyers (15 opened a brand new position + 39 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTBA holders?

Elite ownership — 61% AUM from top-100 funds: 26 of 97 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in WTBA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WTBA?

56% of holders stayed for 2+ years: 54 out of 97 hedge funds have held WTBA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.