WTBA West Bancorporation - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$28.90
Price · Aug 19, 2026
Fundamentals as of Jul 23, 2026
52W Range
$18–$30
88% of range
Analyst Rating
HOLD
7 analysts
Price Target
$29
+0% upside
P/E (TTM)
15.1
ROE
12.8%
Net Profit Margin
34.2%

WTBA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$28.90
Market Cap
$492M
P/E (TTM)
15.1
EPS (TTM)
$1.92
Revenue (TTM)
—
Div Yield
3.4%
ROE
12.8%
Debt/Equity
—
52W Range
$18 – $30

WTBA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $1.92
10-point trend, +35.2%
2016-12-31 → 2025-12-31
Free Cash Flow $43M
10-point trend, +148.1%
2016-12-31 → 2025-12-31
Margins 34.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
WTBA
Peer Median
P/E (TTM)
5-point trend, +9.7%
15.1
12.9
P/S (TTM)
5-point trend, -19.6%
5.2
2.5
P/B
5-point trend, -28.5%
1.9
1.0
Price / FCF
5-point trend, -16.8%
11.4
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
WTBA
Peer Median
Net Profit Margin
5-point trend, -27.8%
34.2%
25.3%
ROA
5-point trend, -45.9%
0.80%
0.96%
ROE
5-point trend, -33.6%
12.8%
8.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
WTBA
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
WTBA
Peer Median
Revenue YoY
19.4%
—
Revenue CAGR 3Y
-2.2%
—
Revenue CAGR 5Y
0.60%
—
EPS YoY
5-point trend, -34.9%
35.2%
—
Net Income YoY
5-point trend, -34.4%
35.4%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
WTBA
Peer Median
EPS (Diluted)
5-point trend, -34.9%
$1.92
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
WTBA
Peer Median
Payout Ratio
5-point trend, +65.8%
51.9%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
3.4%
Payout Ratio
51.9%
5Y Div CAGR
—
Ex-dateAmount
Aug. 5, 2026$0.2600
May 6, 2026$0.2500
Feb. 11, 2026$0.2500
Nov. 5, 2025$0.2500
Aug. 6, 2025$0.2500
May 7, 2025$0.2500
Feb. 5, 2025$0.2500
Nov. 6, 2024$0.2500
Aug. 7, 2024$0.2500
May 7, 2024$0.2500
Feb. 6, 2024$0.2500
Nov. 7, 2023$0.2500
Aug. 8, 2023$0.2500
May 9, 2023$0.2500
Feb. 7, 2023$0.2500
Nov. 8, 2022$0.2500
Aug. 9, 2022$0.2500
May 10, 2022$0.2500
Feb. 8, 2022$0.2500
Nov. 9, 2021$0.2400

WTBA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

SELL 7 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 4 57.1%
  • Sell 1 14.3%
  • Strong Sell 2 28.6%

12-Month Price Target

2 analysts · 2026-08-13
Median target $29.00 +0.3%
Mean target $29.00 +0.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.00%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.64 $0.64 -0.00%
March 31, 2026 $0.61 $0.59 0.02%
Dec. 31, 2025 $0.43 $0.58 -0.15%
Sept. 30, 2025 $0.55 $0.47 0.08%
June 30, 2025 $0.47 $0.46 0.01%
March 31, 2025 $0.46 $0.39 0.07%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WTBA $376M 11.6 19.4% 34.2% 12.8% —
BSVN $388M 9.1 -1.1% 44.7% 18.6% —
FMAO $340M 10.2 19.6% 27.4% 9.2% —
CBK $336M 8.3 2.1% 41.2% 14.7% —
CZNC $359M 12.3 13.3% 19.1% 7.5% —
CBAN $379M 11.2 14.5% 21.4% 8.4% —
RBB $352M 11.3 -2.4% 618.3% 6.1% —
BMRC $419M -11.6 -58.1% -121.4% -8.6% —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1382.7% · · $91M $32M $12M $17M $32M $23M $13M $8M $6M $6M
Interest Income 12-point trend, +247.6% $192M $190M $160M $123M $107M $100M $99M $85M $73M $65M $60M $55M
Pretax Income 12-point trend, +55.2% $41M $27M $30M $59M $63M $41M $36M $35M $36M $33M $31M $27M
Income Tax 12-point trend, +33.2% $9M $3M $6M $13M $13M $9M $7M $7M $13M $10M $10M $7M
Net Income 12-point trend, +62.5% $33M $24M $24M $46M $50M $33M $29M $29M $23M $23M $22M $20M
EPS (Basic) 12-point trend, +53.6% $1.92 $1.43 $1.44 $2.79 $3.00 $1.99 $1.75 $1.75 $1.42 $1.43 $1.35 $1.25
EPS (Diluted) 12-point trend, +53.6% $1.92 $1.42 $1.44 $2.76 $2.95 $1.98 $1.74 $1.74 $1.41 $1.42 $1.35 $1.25
Shares (Basic) 12-point trend, +5.7% 16,915,000 16,806,000 16,704,000 16,620,000 16,534,000 16,447,000 16,359,000 16,275,000 16,194,000 16,117,000 16,050,000 16,004,000
Shares (Diluted) 12-point trend, +6.0% 17,002,000 16,895,000 16,750,000 16,798,000 16,789,000 16,515,000 16,480,000 16,400,000 16,335,000 16,171,000 16,096,000 16,042,000
Balance Sheet 16
Annual Balance Sheet data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 4-point trend, +1084.2% $471M $243M · · · · · · · · $73M $40M
PP&E (Net) 12-point trend, +985.1% $108M $110M $86M $53M $35M $29M $30M $21M $23M $23M $12M $10M
PP&E (Gross) 12-point trend, +707.8% $125M $123M $99M $65M $46M $40M $39M $30M $31M $30M $18M $16M
Accum. Depreciation 12-point trend, +206.4% $17M $13M $13M $12M $11M $11M $10M $9M $8M $7M $6M $6M
Total Assets 12-point trend, +156.4% $4.14B $4.01B $3.83B $3.61B $3.50B $3.19B $2.47B $2.30B $2.11B $1.85B $1.75B $1.62B
Short-term Debt 3-point trend, -100.0% · · · · · · · · · $0 $19M $66M
Total Liabilities 12-point trend, +162.7% $3.88B $3.79B $3.60B $3.40B $3.24B $2.96B $2.26B $2.11B $1.94B $1.69B $1.60B $1.48B
Long-term Debt 8-point trend, +306.4% · · · · $52M $22M $23M $27M $23M $5M $8M $13M
Total Debt 3-point trend, -100.0% · · · · · · · · · $0 $19M $66M
Common Stock Flat — no change across 12 periods $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M $3M
Paid-in Capital 12-point trend, +96.3% $37M $36M $34M $32M $30M $29M $27M $25M $23M $21M $20M $19M
Retained Earnings 12-point trend, +149.5% $294M $279M $271M $268M $238M $204M $185M $170M $154M $142M $130M $118M
AOCI 12-point trend, -27070.5% $-69M $-89M $-84M $-91M $-11M $-12M $-3M $-7M $-2M $-1M $-430.0K $254.0K
Stockholders' Equity 12-point trend, +89.8% $266M $228M $225M $211M $260M $224M $212M $191M $178M $165M $152M $140M
Liabilities + Equity 12-point trend, +156.4% $4.14B $4.01B $3.83B $3.61B $3.50B $3.19B $2.47B $2.30B $2.11B $1.85B $1.75B $1.62B
Shares Outstanding 12-point trend, +5.8% 16,940,785 16,832,632 16,725,094 16,640,413 16,554,846 16,469,272 16,379,752 16,295,494 16,215,672 16,137,999 16,064,435 16,018,734
Cash Flow 14
Annual Cash Flow data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +333.5% $3M $3M $3M $3M $3M $2M $3M $3M $3M $2M $1M $633.0K
Deferred Tax 12-point trend, -34.2% $352.0K $3M $447.0K $2M $82.0K $-3M $-33.0K $-359.0K $3M $89.0K $82.0K $535.0K
Operating Cash Flow 12-point trend, +76.8% $46M $40M $25M $59M $58M $42M $37M $35M $29M $30M $31M $26M
CapEx 12-point trend, -37.2% $3M $26M $36M $21M $9M $2M $1M $210.0K $1M $13M $3M $5M
Investing Cash Flow 9-point trend, +131.7% $93M $-27M $-169M $-358M $-537M $-367M $-155M $-189M $-294M · · ·
Debt Issued 6-point trend, +0.00 · · · · · · $0 $11M $22M $0 $0 $0
Net Debt Issued 6-point trend, -26.2% · · · · · · $-4M $4M $18M $-3M $-4M $-3M
Stock Repurchased Flat — no change across 2 periods · · · · · · · · · · $0 $0
Net Stock Activity Flat — no change across 2 periods · · · · · · · · · · $0 $0
Dividends Paid 12-point trend, +115.7% $17M $17M $17M $17M $16M $14M $14M $13M $11M $11M $10M $8M
Financing Cash Flow 9-point trend, -62.7% $88M $166M $182M $132M $276M $668M $124M $154M $236M · · ·
Net Change in Cash 12-point trend, +8708.5% $228M $178M $39M $-166M $-204M $343M $6M $-475.0K $-29M $4M $33M $-3M
Free Cash Flow 12-point trend, +105.6% $43M $14M $-11M $38M $49M $40M $36M $35M $28M $17M $29M $21M
Levered FCF 10-point trend, -620.0% · · $-85M $13M $39M $26M $10M $16M $20M $12M $24M $16M
Profitability 4
Annual Profitability data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +1.4% 34.2% 30.1% 30.5% 45.5% 47.3% 35.4% 38.4% 40.8% 33.6% 35.4% 34.9% 33.7%
Pretax Margin 12-point trend, -3.1% 43.5% 34.4% 37.7% 58.3% 60.0% 44.8% 47.8% 50.2% 53.0% 50.6% 50.4% 44.9%
ROA 12-point trend, -38.9% 0.80% 0.61% 0.65% 1.3% 1.5% 1.2% 1.2% 1.3% 1.2% 1.3% 1.3% 1.3%
ROE 12-point trend, -11.6% 12.8% 10.4% 11.2% 22.6% 19.4% 14.9% 13.8% 15.2% 13.0% 13.9% 14.4% 14.5%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 3-point trend, -100.0% · · · · · · · · · 0.0 0.1 0.5
Efficiency 1
Annual Efficiency data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -39.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +79.4% $15.70 $13.54 $13.46 $12.69 $15.73 $13.58 $12.93 $11.72 $10.98 $10.25 $9.49 $8.75
Revenue / Share 12-point trend, +51.2% $5.60 $4.72 $4.72 $6.07 $6.24 $5.60 $4.54 $4.26 $4.21 $4.03 $3.87 $3.71
Cash Flow / Share 12-point trend, +66.8% $2.73 $2.36 $1.51 $3.54 $3.45 $2.56 $2.24 $2.12 $1.80 $1.87 $1.93 $1.64
Cash / Share 3-point trend, +1019.7% $27.81 · · · · · · · · · $4.52 $2.48
Dividend / Share 12-point trend, +104.1% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $0
EPS (TTM) 12-point trend, +53.6% $1.92 $1.42 $1.44 $2.76 $2.95 $1.98 $1.74 $1.74 $1.41 $1.42 $1.35 $1.25
Growth Rates 10
Annual Growth Rates data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +44.9% 19.4% 0.88% -22.4% -2.7% 13.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +55.7% -2.2% -8.7% -5.1% · · · · · · · · ·
Revenue CAGR 5Y 0.60% · · · · · · · · · · ·
EPS YoY 5-point trend, -28.1% 35.2% -1.4% -47.8% -6.4% 49.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -13.1% -11.4% -21.6% -10.1% · · · · · · · · ·
EPS CAGR 5Y -0.61% · · · · · · · · · · ·
Net Income YoY 5-point trend, -31.5% 35.4% -0.36% -48.0% -6.5% 51.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -15.6% -11.1% -21.4% -9.6% · · · · · · · · ·
Net Income CAGR 5Y -0.09% · · · · · · · · · · ·
Dividend CAGR 5Y 4.1% · · · · · · · · · · ·
Valuation (TTM) 16
Annual Valuation (TTM) data for WTBA
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +60.2% $95M $80M $79M $102M $105M $92M $75M $70M $69M $65M $62M $59M
Net Income TTM 12-point trend, +62.5% $33M $24M $24M $46M $50M $33M $29M $29M $23M $23M $22M $20M
Market Cap 12-point trend, +37.9% $376M $364M $355M $425M $514M $318M $420M $311M $408M $399M $317M $273M
Enterprise Value 2-point trend, -11.8% · · · · · · · · · · $264M $299M
P/E 12-point trend, -15.1% 11.6 15.2 14.7 9.3 10.5 9.7 14.7 11.0 17.8 17.4 14.6 13.6
P/S 12-point trend, -14.0% 3.9 4.6 4.5 4.2 4.9 3.4 5.6 4.5 5.9 6.1 5.1 4.6
P/B 12-point trend, -27.3% 1.4 1.6 1.6 2.0 2.0 1.4 2.0 1.6 2.3 2.4 2.1 1.9
P / Tangible Book 6-point trend, -0.5% 1.4 1.6 1.6 2.0 2.0 1.4 · · · · · ·
P / Cash Flow 12-point trend, -22.0% 8.1 9.2 14.0 7.2 8.9 7.5 11.4 9.0 13.9 13.2 10.2 10.4
P / FCF 12-point trend, -32.9% 8.7 26.7 -31.8 11.2 10.5 8.0 11.7 9.0 14.4 22.9 11.1 13.0
EV / FCF 2-point trend, -35.1% · · · · · · · · · · 9.2 14.2
EV / Revenue 2-point trend, -15.9% · · · · · · · · · · 4.2 5.0
Dividend Yield 12-point trend, +56.2% 4.5% 4.6% 4.7% 3.9% 3.0% 4.3% 3.2% 4.1% 2.8% 2.7% 3.1% 2.9%
Earnings Yield 12-point trend, +17.8% 8.6% 6.6% 6.8% 10.8% 9.5% 10.3% 6.8% 9.1% 5.6% 5.8% 6.8% 7.3%
Payout Ratio 12-point trend, +32.8% 51.9% 69.9% 69.2% 35.8% 31.3% 42.2% 47.3% 44.5% 49.8% 46.9% 45.8% 39.1%
Annual Payout 12-point trend, +115.7% $17M $17M $17M $17M $16M $14M $14M $13M $11M $11M $10M $8M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $33M$24M$24M$46M$50M
Diluted EPS $1.92$1.42$1.44$2.76$2.95
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $43M$14M$-11M$38M$49M

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Institutional owners (13F) 121 filers · $160.3M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
21 (+6 vs prior Q) 11 (+8 vs prior Q) 38 (+9 vs prior Q) 28 (-13 vs prior Q) +149K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FMR LLC $26,596,219 1,002,496 16.60% Shares
VANGUARD CAPITAL MANAGEMENT LLC $17,165,016 647,004 10.71% Shares
DIMENSIONAL FUND ADVISORS LP $16,103,020 606,974 10.05% Shares
WEST BANCORPORATION INC $11,020,854 415,411 6.88% Shares
Aptus Capital Advisors, LLC $10,905,077 411,047 6.80% Shares
AMERICAN CENTURY COMPANIES INC $10,023,750 377,827 6.25% Shares
STATE STREET CORP $9,145,687 344,730 5.71% Shares
GEODE CAPITAL MANAGEMENT, LLC $8,953,652 337,400 5.59% Shares
Legacy Bridge, LLC $5,984,611 225,579 3.73% Shares
RENAISSANCE TECHNOLOGIES LLC $4,556,581 171,752 2.84% Shares
TWO SIGMA INVESTMENTS, LP $3,588,580 135,265 2.24% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,782,068 104,865 1.74% Shares
VANGUARD FIDUCIARY TRUST CO $2,706,352 102,011 1.69% Shares
Qube Research & Technologies Ltd $1,887,954 71,163 1.18% Shares
Bank of New York Mellon Corp $1,769,949 66,715 1.10% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,532,346 57,759 0.96% Shares
Quantinno Capital Management LP $1,373,485 51,771 0.86% Shares
Trexquant Investment LP $1,317,161 49,648 0.82% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,175,544 44,310 0.73% Shares
BlackRock, Inc. $1,161,165 43,768 0.72% Shares
Squarepoint Ops LLC $969,618 36,548 0.61% Shares
Basepoint Wealth LLC $932,906 35,164 0.58% Shares
CITADEL ADVISORS LLC $885,996 33,396 0.55% Shares
Foster Group, Inc. $813,596 30,667 0.51% Shares
Mutual Advisors, LLC $750,396 28,285 0.47% Shares
PANAGORA ASSET MANAGEMENT INC $749,021 28,233 0.47% Shares
MORGAN STANLEY $727,506 27,422 0.45% Shares
MILLENNIUM MANAGEMENT LLC $719,918 27,136 0.45% Shares
Baker Avenue Asset Management, LP $712,755 26,866 0.44% Shares
LexAurum Advisors, LLC $663,067 24,993 0.41% Shares
ALLIANCEBERNSTEIN L.P. $661,743 27,816 0.41% Shares
UBS Group AG $647,756 24,416 0.40% Shares
De Lisle Partners LLP $640,453 24,156 0.40% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $627,832 23,665 0.39% Shares
JONES FINANCIAL COMPANIES LLLP $517,810 19,199 0.32% Shares
RHUMBLINE ADVISERS $501,941 18,920 0.31% Shares
TWO SIGMA ADVISERS, LP $468,209 21,100 0.29% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $444,855 16,768 0.28% Shares
DEUTSCHE BANK AG\ $401,611 15,138 0.25% Shares
US BANCORP \DE\ $398,879 15,035 0.25% Shares
BANK OF AMERICA CORP /DE/ $393,785 14,843 0.25% Shares
Independent Wealth Network Inc. $392,511 14,795 0.24% Shares
HSBC HOLDINGS PLC $373,391 14,069 0.23% Shares
WELLS FARGO & COMPANY/MN $349,559 13,176 0.22% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $346,959 13,078 0.22% Shares
GOLDMAN SACHS GROUP INC $327,990 12,363 0.20% Shares
FORTRESS FINANCIAL GROUP, LLC $309,341 11,660 0.19% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $299,789 11,300 0.19% Shares
Sequoia Financial Advisors, LLC $296,774 11,186 0.19% Shares
DMKC Advisory Services, LLC $278,565 10,500 0.17% Shares
CAPTRUST FINANCIAL ADVISORS $276,105 10,407 0.17% Shares
BARCLAYS PLC $258,030 9,726 0.16% Shares
CANADA PENSION PLAN INVESTMENT BOARD $225,505 8,500 0.14% Shares
MetLife Investment Management, LLC $220,464 8,310 0.14% Shares
D. E. Shaw & Co., Inc. $216,087 8,145 0.13% Shares
WEALTHSPAN PARTNERS, LLC $212,240 8,000 0.13% Shares
MERCER GLOBAL ADVISORS INC /ADV $206,032 7,766 0.13% Shares
Connor, Clark & Lunn Investment Management Ltd. $203,379 7,666 0.13% Shares
City State Bank $200,408 7,554 0.13% Shares
OSAIC HOLDINGS, INC. $193,642 7,299 0.12% Shares
Russell Investments Group, Ltd. $192,395 7,252 0.12% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $188,867 7,119 0.12% Shares
Invesco Ltd. $164,168 6,188 0.10% Shares
NEW YORK STATE COMMON RETIREMENT FUND $149,550 5,637 0.09% Shares
Vanguard Global Advisers, LLC $143,527 5,410 0.09% Shares
VANGUARD GROUP INC $120,048 5,410 0.07% Shares
Police & Firemen's Retirement System of New Jersey $103,971 3,919 0.06% Shares
BNP PARIBAS FINANCIAL MARKETS $67,015 2,526 0.04% Shares
NORTHERN TRUST CORP $64,733 2,440 0.04% Shares
Nuveen, LLC $54,997 2,073 0.03% Shares
Tower Research Capital LLC (TRC) $51,840 1,954 0.03% Shares
Nuveen Asset Management, LLC $44,880 2,073 0.03% Shares
Legal & General Group Plc $41,228 1,554 0.03% Shares
CWM, LLC $39,610 1,665 0.02% Shares
Ameritas Investment Partners, Inc. $36,797 1,387 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $33,005 1,244 0.02% Shares
CITIGROUP INC $30,058 1,133 0.02% Shares
Arax Advisory Partners $20,349 767 0.01% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $19,460 818 0.01% Shares
Versant Capital Management, Inc $18,598 701 0.01% Shares
GAMMA Investing LLC $13,769 519 0.01% Shares
ROYAL BANK OF CANADA $13,000 472 0.01% Shares
Rockefeller Capital Management L.P. $12,230 461 0.01% Shares
NISA INVESTMENT ADVISORS, LLC $8,941 337 0.01% Shares
Sterling Capital Management LLC $7,269 274 0.00% Shares
Farther Finance Advisors, LLC $6,871 259 0.00% Shares
Integrated Wealth Concepts LLC $5,309 200 0.00% Shares
TOWER TRUST & INVESTMENT Co $4,110 155 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $4,068 171 0.00% Shares
Allworth Financial LP $3,794 143 0.00% Shares
Northwest Bank & Trust Co $3,698 155 0.00% Shares
JNBA Financial Advisors $2,653 100 0.00% Shares
Essential Partners LLC $2,335 88 0.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $1,744 65,733 0.00% Shares
MassMutual Private Wealth & Trust, FSB $1,539 58 0.00% Shares
IFP Advisors, Inc $1,486 56 0.00% Shares
ROTHSCHILD INVESTMENT LLC $1,459 55 0.00% Shares
Larson Financial Group LLC $1,194 45 0.00% Shares
Optiver Holding B.V. $1,114 42 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $1,113 42,056 0.00% Shares

Company insiders 31 insiders · 7 officers · 23 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
David D Nelson CEO & PRESIDENT May 6, 2025 G 107,457 0 0 $0
Thomas E Stanberry Chairman, President & CEO July 28, 2004 P 9,300 0 0 $0
Jane M Funk CFO March 25, 2025 F 63,529 0 0 $0
Bradley P Peters Executive Vice President March 25, 2025 F 78,614 0 0 $0
Harlee Olafson CHIEF RISK OFFICER March 25, 2025 F 128,326 0 0 $0
Marie I Roberts SVP, CONTROLLER AND CAO March 26, 2018 F 19,021 0 0 $0
Jack G Wahlig CHAIRMAN Nov. 30, 2009 P 4,000 0 0 $0
James Noyce Director Feb. 17, 2026 G 1,800 0 0 $0
George D Milligan Director Nov. 24, 2025 S 53,195 0 2 $-345,272
Rosemary Parson Director April 24, 2025 A 6,718 0 0 $0
Lisa J Elming Director April 24, 2025 A 7,618 0 0 $0
Sean Patrick Mcmurray Director April 24, 2025 A 47,130 0 0 $0
Steven K Gaer Director April 24, 2025 A 24,021 0 0 $0
Patrick J Donovan Director Aug. 19, 2024 D 5,250 0 0 $0
Steven T Schuler Director April 26, 2024 A 16,195 0 0 $0
Philip Jason Worth Director April 26, 2024 A 20,089 0 0 $0
GERDIN MICHAEL J Director April 28, 2022 A 25,382 0 0 $0
David R Milligan Director May 14, 2020 P 40,173 0 0 $0
Louann Sandburg Director April 23, 2020 A 16,003 0 0 $0
Robert G Pulver Director April 26, 2019 A 47,233 0 0 $0
Kaye R Lozier Director April 27, 2018 A 14,108 0 0 $0
Joyce A Chapman Director April 28, 2017 A 9,088 0 0 $0
Frank W Berlin Director April 28, 2017 A 59,944 0 0 $0
Thomas A Carlstrom Director April 23, 2015 A 43,085 0 0 $0
Steven G Chapman Director May 16, 2007 P 17,537 0 0 $0
Michael A Coppola Director May 10, 2007 P 36,088 0 0 $0
Wendy L Carlson Director May 9, 2007 P 500 0 0 $0
Therese M Vaughan — April 23, 2026 A 14,581 0 0 $0
Douglas R Gulling — April 23, 2026 A 73,768 0 1 $-171,825
Brad L Winterbottom — March 25, 2026 F 148,589 0 0 $0
Scott D Eltjes — Oct. 26, 2007 P 6,939 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 2 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
American Equity Investment Life Holding Company(1) June 7, 2013 — Initial filing — SEC
American Equity Investment Life Holding Company (1) Sept. 18, 2008 — Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 33 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
OSCV · ETF Series Solutions 1.44% 409,756 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.05% 19,692 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.03% 295,024 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.02% 93,729 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.02% 18,487 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.01% 6,654 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 55,753 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 711 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.01% 556 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 562 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 46,857 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 719 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 14 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 1,081 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 3,026 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 1,559 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 2,033 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 16 NS April 30, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 12 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 4 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
IWV · iShares Trust — — Aug. 18, 2026 Daily
IWN · iShares Trust — — Aug. 17, 2026 Daily
IWO · iShares Trust — — Aug. 18, 2026 Daily
IWM · iShares Trust — — Aug. 18, 2026 Daily
IWC · iShares Trust — — Aug. 18, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust — — July 13, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… — — July 13, 2026 Daily