Whalen Global Advisors

WGA Bank 50 Top Weighted

WBLW

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Index Performance

+7.48%
WBLW
+11.04%
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 February 13, 2026
CSV download
JPMorgan Chase & Co. (JPM)13.32%$823.62B0.872.3810.29%
The Charles Schwab Corp. (SCHW)11.96%$166.53BN/A3.93N/A
First BanCorp (Puerto Rico) (FBP)11.06%$3.54B0.711.79N/A
BancFirst Corp. (Oklahoma) (BANF)9.57%$3.92B0.552.13-1.39%
First Financial Bankshares, Inc. (FFIN)9.55%$4.79B0.832.50-8.56%
The Goldman Sachs Group, Inc. (GS)1.54%$271.48B1.252.5337.40%
Axos Financial, Inc. (AX)1.36%$5.51B1.001.8838.38%
Bank of Montreal (BMO)1.35%$100.15BN/A1.7245.22%
The Bank of New York Mellon Corp. (BK)1.27%$81.03B0.962.0535.23%
Popular, Inc. (BPOP)1.25%$9.51B0.471.5137.82%
East West Bancorp, Inc. (EWBC)1.24%$16.21B0.821.8221.84%
The Toronto-Dominion Bank (TD)1.20%$161.37BN/A1.8965.91%
Northern Trust Corp. (NTRS)1.20%$27.68B1.202.2632.15%
Morgan Stanley (MS)1.18%$272.01B1.162.9424.90%
U.S. Bancorp (USB)1.16%$89.68B0.901.5425.65%
Synchrony Financial (SYF)1.14%$24.81B1.151.5911.32%
Fifth Third Bancorp (FITB)1.14%$34.94B0.871.7523.23%
International Bancshares Corp. (IBOC)1.10%$4.48B0.621.4311.39%
Wintrust Financial Corp. (WTFC)1.09%$10.30B0.831.5118.72%
The PNC Financial Services Group, Inc. (PNC)1.07%$89.43B0.861.4820.94%
American Express Co. (AXP)1.07%$231.73B1.136.929.03%
Regions Financial Corp. (RF)1.07%$26.08B0.911.4625.84%
Ameris Bancorp (ABCB)1.06%$5.74B0.811.4027.86%
Wells Fargo & Co. (WFC)1.04%$268.99B0.991.6410.01%
Cullen/Frost Bankers, Inc. (CFR)1.00%$9.13B0.562.072.86%
State Street Corp. (STT)0.99%$35.71B1.221.4731.22%
M&T Bank Corp. (MTB)0.98%$35.15B0.551.3217.46%
Bank of America Corp. (BAC)0.97%$379.01B1.161.3715.55%
Western Alliance Bancorp. (WAL)0.95%$10.26B1.151.392.93%
ServisFirst Bancshares, Inc. (SFBS)0.94%$4.71B0.852.54-3.17%
Capital One Financial Corp. (COF)0.94%$131.83B0.991.163.25%
Home Bancshares, Inc. (Arkansas) (HOMB)0.94%$5.77B0.711.340.15%
WSFS Financial Corp. (WSFS)0.91%$3.65B0.751.3019.12%
Huntington Bancshares, Inc. (HBAN)0.89%$35.16B0.901.256.16%
OFG Bancorp (OFG)0.88%$1.84B0.561.302.56%
Ameriprise Financial, Inc. (AMP)0.88%$44.01BN/A6.83N/A
Bank OZK (OZK)0.86%$5.61B0.910.94-0.05%
Raymond James Financial, Inc. (RJF)0.86%$31.27B1.022.50-0.09%
Old National Bancorp (ONB)0.84%$9.68B0.72N/A4.94%
Stifel Financial Corp. (SF)0.83%$12.12B1.022.028.69%
CVB Financial Corp. (CVBF)0.82%$2.79B0.53N/A4.84%
First Horizon Corp. (Tennessee) (FHN)0.82%$11.91B0.501.4014.00%
Bank of Hawaii Corp. (BOH)0.81%$3.11B0.642.0610.80%
First Commonwealth Financial Corp. (Pennsylvania) (FCF)0.81%$1.91B0.661.2214.68%
First Citizens BancShares, Inc. (North Carolina) (FCNCA)0.79%$24.01B0.671.17-6.99%
Community Financial System, Inc. (CBU)0.77%$3.49B0.771.74N/A
NBT Bancorp, Inc. (NBTB)0.67%$2.40B0.351.30-1.83%
Prosperity Bancshares, Inc. (PB)0.65%$7.08B0.600.89-4.47%
Banner Corp. (BANR)0.64%$2.19B0.701.12-3.80%
Pinnacle Financial Partners, Inc. (Old) (PNFP)0.58%$7.46B0.961.12-20.13%
Ally Financial, Inc. (ALLY)NaN%$12.57B1.180.967.41%
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