WBLW
Index Performance
+11.55%
WBLW
+12.38%
KBWB
Overview
Description
Whalen Global Advisors Bank index. This index represents the top 50 banks based on the WGA bank evaluation framework. The weighting methodology is custom, based on the bank scores, where the top banks are overweighted. For more information, check https://www.theinstitutionalriskanalyst.com/
- TickerWBLW
- Inception Date04/29/2024
- WeightingCustom
- # of holdings51
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| First Citizens BancShares, Inc. (North Carolina) (FCNCA) | 9.92% | $29.57B | 6.05% | N/A | 4.24 |
| Discover Financial Services (DFS) | 9.77% | $35.49B | 19.92% | N/A | 1.22 |
| Synchrony Financial (SYF) | 9.20% | $19.91B | 16.54% | 78.58% | 0.86 |
| JPMorgan Chase & Co. (JPM) | 9.12% | $599.23B | 23.92% | N/A | 5.32 |
| East West Bancorp, Inc. (EWBC) | 9.02% | $12.11B | 15.30% | N/A | 2.23 |
| International Bancshares Corp. (IBOC) | 8.95% | $4.26B | 11.30% | N/A | 3.30 |
| American Express Co. (AXP) | 7.92% | $170.75B | 10.00% | 60.72% | 2.34 |
| The Charles Schwab Corp. (SCHW) | 6.63% | $117.73B | -1.87% | 75.78% | 5.68 |
| Axos Financial, Inc. (AX) | 0.92% | $4.28B | 40.11% | N/A | 0.83 |
| First Financial Bankshares, Inc. (FFIN) | 0.90% | $5.49B | 16.36% | N/A | 5.97 |
| First BanCorp (Puerto Rico) (FBP) | 0.88% | $3.63B | 8.35% | N/A | 2.58 |
| ServisFirst Bancshares, Inc. (SFBS) | 0.87% | $4.37B | 19.26% | N/A | 4.82 |
| Fifth Third Bancorp (FITB) | 0.84% | $28.61B | 9.70% | N/A | 3.35 |
| Cullen/Frost Bankers, Inc. (CFR) | 0.81% | $7.56B | -21.18% | N/A | N/A |
| BancFirst Corp. (Oklahoma) (BANF) | 0.80% | $3.58B | -22.21% | N/A | N/A |
| Home Bancshares, Inc. (Arkansas) (HOMB) | 0.77% | $5.68B | 9.14% | N/A | 4.60 |
| OFG Bancorp (OFG) | 0.77% | $2.17B | 15.50% | N/A | 1.48 |
| Regions Financial Corp. (RF) | 0.76% | $20.65B | 0.91% | N/A | 2.45 |
| Ameriprise Financial, Inc. (AMP) | 0.76% | $43.87B | 9.69% | 49.93% | 2.49 |
| Merchants Bancorp (Indiana) (MBIN) | 0.74% | $2.34B | 54.93% | N/A | 3.23 |
| M&T Bank Corp. (MTB) | 0.74% | $28.95B | 1.57% | N/A | 3.24 |
| The PNC Financial Services Group, Inc. (PNC) | 0.73% | $71.62B | 3.42% | N/A | 2.90 |
| Wintrust Financial Corp. (WTFC) | 0.71% | $6.72B | 18.92% | N/A | 2.69 |
| UMB Financial Corp. (UMBF) | 0.71% | $4.76B | 24.21% | N/A | 0.69 |
| Western Alliance Bancorp. (WAL) | 0.71% | $8.79B | 14.89% | N/A | 2.06 |
| The Goldman Sachs Group, Inc. (GS) | 0.71% | $158.56B | 16.29% | N/A | 4.92 |
| Synovus Financial Corp. (SNV) | 0.70% | $6.85B | -22.68% | N/A | 1.98 |
| Morgan Stanley (MS) | 0.70% | $168.30B | 12.54% | N/A | 4.42 |
| Wells Fargo & Co. (WFC) | 0.69% | $208.13B | 8.62% | N/A | 4.06 |
| Bank of America Corp. (BAC) | 0.69% | $325.95B | 10.50% | N/A | 5.41 |
| Capital One Financial Corp. (COF) | 0.68% | $56.56B | 9.86% | N/A | 1.79 |
| Huntington Bancshares, Inc. (HBAN) | 0.68% | $21.83B | 11.25% | N/A | 3.26 |
| Stifel Financial Corp. (SF) | 0.66% | $8.88B | 17.96% | 82.08% | N/A |
| Raymond James Financial, Inc. (RJF) | 0.65% | $24.46B | 13.55% | 98.72% | N/A |
| Zions Bancorporation, NA (ZION) | 0.65% | $7.65B | 7.64% | N/A | 2.54 |
| First Horizon Corp. (Tennessee) (FHN) | 0.65% | $9.21B | 8.02% | N/A | 2.79 |
| WSFS Financial Corp. (WSFS) | 0.65% | $3.43B | 14.43% | N/A | N/A |
| Popular, Inc. (BPOP) | 0.64% | $7.39B | 14.22% | N/A | 1.72 |
| BOK Financial Corp. (BOKF) | 0.64% | $6.82B | 15.76% | N/A | 3.67 |
| Bank OZK (OZK) | 0.64% | $5.22B | 28.90% | N/A | 1.28 |
| U.S. Bancorp (USB) | 0.63% | $70.36B | 6.18% | N/A | 1.74 |
| Old National Bancorp (ONB) | 0.63% | $6.36B | 20.00% | N/A | 4.00 |
| CVB Financial Corp. (CVBF) | 0.62% | $2.76B | 7.17% | N/A | 6.18 |
| First Hawaiian, Inc. (FHB) | 0.62% | $3.21B | 12.58% | N/A | 2.67 |
| The Toronto-Dominion Bank (TD) | 0.61% | $101.97B | 20.23% | N/A | 3.55 |
| The Bank of New York Mellon Corp. (BK) | 0.61% | $48.47B | 16.21% | N/A | -0.65 |
| Bank of Hawaii Corp. (BOH) | 0.60% | $2.73B | 4.41% | N/A | 3.01 |
| Comerica, Inc. (CMA) | 0.58% | $7.00B | -6.46% | N/A | 2.88 |
| Ally Financial, Inc. (ALLY) | 0.56% | $13.18B | 3.16% | N/A | 2.03 |
| Northern Trust Corp. (NTRS) | 0.55% | $18.00B | 62.95% | N/A | -0.75 |
| Bank of Montreal (BMO) | 0.01% | $63.17B | 12.78% | N/A | 2.39 |
Market data by FactSet
