Whalen Global Advisors

WGA Bank 50 Top Weighted

WBLW

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Index Performance

+4.72%
WBLW
+8.46%
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 June 18, 2025
CSV download
JPMorgan Chase & Co. (JPM)13.47%$761.36B0.932.3042.80%
The Charles Schwab Corp. (SCHW)12.93%$163.36B0.964.0524.31%
First Financial Bankshares, Inc. (FFIN)11.15%$5.02B0.902.9727.89%
BancFirst Corp. (Oklahoma) (BANF)10.79%$3.94B0.702.3643.98%
First BanCorp (Puerto Rico) (FBP)10.73%$3.15B0.791.7915.42%
The Goldman Sachs Group, Inc. (GS)1.21%$194.92B1.271.7944.07%
Axos Financial, Inc. (AX)1.13%$4.01B1.081.5532.50%
Bank of Montreal (BMO)1.12%$76.91BN/A1.3433.27%
Synchrony Financial (SYF)1.11%$23.39B1.191.5240.87%
East West Bancorp, Inc. (EWBC)1.10%$12.90B0.891.6333.97%
The Bank of New York Mellon Corp. (BK)1.10%$65.53B0.951.7359.73%
International Bancshares Corp. (IBOC)1.07%$3.89B0.731.3416.15%
American Express Co. (AXP)1.06%$207.67B1.256.6630.12%
Ameriprise Financial, Inc. (AMP)1.06%$48.22B1.208.9216.33%
Morgan Stanley (MS)1.01%$212.60B1.282.1942.22%
Northern Trust Corp. (NTRS)1.01%$21.59B1.171.8038.20%
Popular, Inc. (BPOP)1.01%$7.11B0.481.2425.47%
Wells Fargo & Co. (WFC)1.00%$243.22B1.101.5031.73%
Capital One Financial Corp. (COF)1.00%$126.22B1.031.1946.17%
Home Bancshares, Inc. (Arkansas) (HOMB)0.98%$5.44B0.791.3522.39%
The Toronto-Dominion Bank (TD)0.98%$125.21BN/A1.4639.33%
Cullen/Frost Bankers, Inc. (CFR)0.95%$7.94B0.662.0029.43%
U.S. Bancorp (USB)0.95%$67.42B0.851.2714.10%
OFG Bancorp (OFG)0.95%$1.83B0.571.4114.68%
Wintrust Financial Corp. (WTFC)0.94%$7.94B0.811.2828.36%
Bank of America Corp. (BAC)0.92%$339.39B1.211.2416.90%
Fifth Third Bancorp (FITB)0.92%$25.89B0.831.4211.57%
The PNC Financial Services Group, Inc. (PNC)0.90%$69.33B0.971.3718.65%
Raymond James Financial, Inc. (RJF)0.90%$29.93B1.092.4824.66%
Huntington Bancshares, Inc. (HBAN)0.89%$22.92B0.911.2429.66%
ServisFirst Bancshares, Inc. (SFBS)0.88%$3.95B0.812.3725.17%
Regions Financial Corp. (RF)0.87%$19.74B0.911.1721.02%
M&T Bank Corp. (MTB)0.86%$29.17B0.611.1126.74%
Bank OZK (OZK)0.86%$5.09B0.880.9320.63%
Ameris Bancorp (ABCB)0.86%$4.18B0.801.0928.68%
State Street Corp. (STT)0.85%$28.32B1.291.2442.25%
Western Alliance Bancorp. (WAL)0.83%$7.99B1.171.2124.92%
First Citizens BancShares, Inc. (North Carolina) (FCNCA)0.82%$24.32B0.661.1612.51%
CVB Financial Corp. (CVBF)0.81%$2.53B0.521.1516.87%
WSFS Financial Corp. (WSFS)0.79%$2.92B0.821.1117.32%
Old National Bancorp (ONB)0.78%$7.57B0.741.0427.47%
Stifel Financial Corp. (SF)0.76%$9.99B1.072.0623.29%
First Commonwealth Financial Corp. (Pennsylvania) (FCF)0.76%$1.61B0.711.0820.80%
Bank of Hawaii Corp. (BOH)0.75%$2.59B0.701.9121.14%
First Horizon Corp. (Tennessee) (FHN)0.73%$9.90B0.561.1937.43%
Pinnacle Financial Partners, Inc. (PNFP)0.71%$8.03B0.981.2736.42%
Community Financial System, Inc. (CBU)0.70%$2.87B0.771.5627.80%
Banner Corp. (BANR)0.69%$2.15B0.721.1738.31%
Prosperity Bancshares, Inc. (PB)0.67%$6.45B0.580.8618.88%
NBT Bancorp, Inc. (NBTB)0.65%$2.09B0.471.2113.67%
Ally Financial, Inc. (ALLY)NaN%$11.32B1.120.95-4.47%
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