Whalen Global Advisors
WGA Bank 50 Top Weighted

WBLW

Index Performance

+7.47%
WBLW
+11.21%
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 holdings50
What's inside?

Holdings

All holdings as of May 24, 2024
CSV download
JPMorgan Chase & Co. (JPM)9.74%$576.37B18.17%N/A5.44
Discover Financial Services (DFS)9.50%$30.88B20.71%N/A1.85
First Citizens BancShares, Inc. (North Carolina) (FCNCA)9.44%$25.62B125.58%N/A4.21
Synchrony Financial (SYF)8.86%$17.40B51.53%82.65%0.77
American Express Co. (AXP)8.67%$171.32B13.32%62.03%2.31
East West Bancorp, Inc. (EWBC)8.55%$10.27B23.07%N/A3.49
International Bancshares Corp. (IBOC)8.45%$3.60B11.30%N/A3.30
The Charles Schwab Corp. (SCHW)8.13%$128.44B1.35%74.41%5.76
Ameriprise Financial, Inc. (AMP)0.86%$43.80B12.20%53.08%2.67
Fifth Third Bancorp (FITB)0.83%$25.48B15.93%N/A3.36
First BanCorp (Puerto Rico) (FBP)0.81%$2.99B9.75%N/A2.48
Raymond James Financial, Inc. (RJF)0.79%$26.09B14.23%84.00%1.31
Wells Fargo & Co. (WFC)0.78%$209.91B10.66%N/A4.16
Axos Financial, Inc. (AX)0.77%$3.25B40.11%N/A0.83
Cullen/Frost Bankers, Inc. (CFR)0.77%$6.57B8.77%N/A4.23
First Financial Bankshares, Inc. (FFIN)0.77%$4.29B20.19%N/A7.23
ServisFirst Bancshares, Inc. (SFBS)0.76%$3.42B25.50%N/A5.59
Morgan Stanley (MS)0.75%$160.84B13.62%N/A5.39
Bank of America Corp. (BAC)0.73%$310.47B17.41%N/A5.37
The Goldman Sachs Group, Inc. (GS)0.73%$148.71B26.08%N/A6.94
Home Bancshares, Inc. (Arkansas) (HOMB)0.72%$4.76B8.23%N/A4.89
Wintrust Financial Corp. (WTFC)0.71%$6.03B27.61%N/A2.79
M&T Bank Corp. (MTB)0.71%$25.14B14.78%N/A3.12
Regions Financial Corp. (RF)0.71%$17.51B5.78%N/A1.54
Bank OZK (OZK)0.71%$5.35B39.79%N/A1.58
BancFirst Corp. (Oklahoma) (BANF)0.71%$2.86B12.33%N/A3.51
Capital One Financial Corp. (COF)0.71%$52.56B12.36%N/A2.01
The PNC Financial Services Group, Inc. (PNC)0.71%$61.38B10.50%N/A4.29
Huntington Bancshares, Inc. (HBAN)0.68%$19.91B13.54%N/A3.32
Stifel Financial Corp. (SF)0.68%$8.31B12.49%81.16%1.55
OFG Bancorp (OFG)0.68%$1.73B20.48%N/A1.50
The Toronto-Dominion Bank (TD)0.67%$99.79B20.23%N/A3.55
First Horizon Corp. (Tennessee) (FHN)0.67%$8.65B15.82%N/A2.53
UMB Financial Corp. (UMBF)0.66%$4.04B24.21%N/A0.69
Synovus Financial Corp. (SNV)0.65%$5.75B8.20%N/A1.86
Merchants Bancorp (Indiana) (MBIN)0.65%$1.87B54.93%N/A3.23
BOK Financial Corp. (BOKF)0.63%$5.94B16.70%N/A4.05
U.S. Bancorp (USB)0.63%$63.25B11.40%N/A1.70
Popular, Inc. (BPOP)0.63%$6.45B17.77%N/A1.81
The Bank of New York Mellon Corp. (BK)0.62%$44.19B33.49%N/A-0.24
Western Alliance Bancorp. (WAL)0.61%$6.93B12.56%N/A3.14
Comerica, Inc. (CMA)0.61%$6.73B5.57%N/A2.69
Zions Bancorporation, NA (ZION)0.60%$6.36B11.63%N/A2.47
Old National Bancorp (ONB)0.59%$5.39B18.70%N/A3.97
Northern Trust Corp. (NTRS)0.57%$17.04B31.62%N/A-0.78
WSFS Financial Corp. (WSFS)0.56%$2.64B18.81%N/A2.28
CVB Financial Corp. (CVBF)0.56%$2.28B10.14%N/A6.72
Ally Financial, Inc. (ALLY)0.56%$11.79B9.67%N/A1.91
Bank of Hawaii Corp. (BOH)0.55%$2.26B10.20%N/A3.21
First Hawaiian, Inc. (FHB)0.54%$2.63B12.58%N/A2.67
Market data by FactSet