Whalen Global Advisors

WGA Bank 50 Top Weighted

WBLW

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Index Performance

+0.03%
WBLW
+9.41%
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 December 12, 2025
CSV download
JPMorgan Chase & Co. (JPM)14.24%$867.09B0.912.5535.76%
The Charles Schwab Corp. (SCHW)12.58%$171.74B1.024.05N/A
First BanCorp (Puerto Rico) (FBP)10.65%$3.35B0.751.76N/A
BancFirst Corp. (Oklahoma) (BANF)9.35%$3.78B0.562.12-9.59%
First Financial Bankshares, Inc. (FFIN)9.13%$4.52B0.862.46-21.46%
The Goldman Sachs Group, Inc. (GS)1.53%$266.32B1.292.4454.53%
Synchrony Financial (SYF)1.38%$30.33B1.191.9125.04%
Bank of Montreal (BMO)1.29%$93.40BN/A1.6239.49%
The Bank of New York Mellon Corp. (BK)1.28%$81.61B0.962.0951.27%
Morgan Stanley (MS)1.25%$283.55B1.192.8342.14%
American Express Co. (AXP)1.23%$263.53B1.168.1327.38%
Axos Financial, Inc. (AX)1.22%$4.84B1.041.737.85%
East West Bancorp, Inc. (EWBC)1.22%$15.63B0.881.8214.22%
The Toronto-Dominion Bank (TD)1.16%$154.46BN/A1.8380.06%
Northern Trust Corp. (NTRS)1.15%$26.20B1.212.1734.83%
Wells Fargo & Co. (WFC)1.13%$291.18B1.041.7831.67%
International Bancshares Corp. (IBOC)1.13%$4.51B0.651.447.05%
Capital One Financial Corp. (COF)1.10%$151.22B1.041.3330.14%
U.S. Bancorp (USB)1.08%$83.04B0.961.47N/A
Popular, Inc. (BPOP)1.07%$8.07B0.501.3329.92%
Fifth Third Bancorp (FITB)1.05%$31.83B0.921.65N/A
Bank of America Corp. (BAC)1.03%$402.66B1.201.4524.08%
Wintrust Financial Corp. (WTFC)1.02%$9.44B0.871.428.77%
State Street Corp. (STT)1.00%$35.66B1.231.5030.64%
Regions Financial Corp. (RF)1.00%$24.20B0.961.3814.37%
Ameris Bancorp (ABCB)1.00%$5.33B0.841.3317.80%
The PNC Financial Services Group, Inc. (PNC)1.00%$82.58B0.891.558.90%
Home Bancshares, Inc. (Arkansas) (HOMB)0.93%$5.61B0.751.34-3.03%
Ameriprise Financial, Inc. (AMP)0.93%$45.86B1.257.12N/A
Huntington Bancshares, Inc. (HBAN)0.93%$28.06B0.941.337.30%
Stifel Financial Corp. (SF)0.92%$13.22B1.072.6120.67%
Western Alliance Bancorp. (WAL)0.91%$9.64B1.241.36-2.01%
Cullen/Frost Bankers, Inc. (CFR)0.91%$8.26B0.601.91-4.56%
Raymond James Financial, Inc. (RJF)0.90%$32.23B1.122.61N/A
OFG Bancorp (OFG)0.90%$1.85B0.581.36-1.74%
M&T Bank Corp. (MTB)0.88%$31.33B0.581.205.16%
Bank OZK (OZK)0.86%$5.52B0.950.956.12%
First Citizens BancShares, Inc. (North Carolina) (FCNCA)0.83%$25.25B0.731.23-2.80%
ServisFirst Bancshares, Inc. (SFBS)0.82%$4.07B0.882.28-19.83%
CVB Financial Corp. (CVBF)0.81%$2.73B0.541.20-9.93%
WSFS Financial Corp. (WSFS)0.81%$3.15B0.781.160.50%
First Horizon Corp. (Tennessee) (FHN)0.80%$11.62B0.551.3719.59%
Old National Bancorp (ONB)0.79%$8.97B0.731.113.93%
First Commonwealth Financial Corp. (Pennsylvania) (FCF)0.77%$1.78B0.691.16-3.39%
Bank of Hawaii Corp. (BOH)0.73%$2.75B0.671.90-2.96%
Community Financial System, Inc. (CBU)0.70%$3.16B0.791.63-8.23%
Banner Corp. (BANR)0.67%$2.26B0.731.19N/A
Prosperity Bancshares, Inc. (PB)0.66%$6.92B0.620.90-6.61%
NBT Bancorp, Inc. (NBTB)0.65%$2.30B0.371.25-13.08%
Pinnacle Financial Partners, Inc. (PNFP)0.62%$7.75B1.001.17-15.06%
Ally Financial, Inc. (ALLY)NaN%$13.92B1.211.0924.18%
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