WGA Bank 50 Top Weighted (wblw) | Stock price, performance, AI analysis | Thematic | AI powered fundamental research and development platform

Index Performance

-2.60%

WBLW

-5.53%

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 March 31, 2026

CSV download


JPMorgan Chase & Co. (JPM)	13.76%	$791.71B	0.88	2.31	N/A
The Charles Schwab Corp. (SCHW)	12.79%	$167.18B	N/A	3.93	N/A
First BanCorp (Puerto Rico) (FBP)	11.30%	$3.28B	0.72	1.67	N/A
BancFirst Corp. (Oklahoma) (BANF)	9.37%	$3.74B	0.53	2.02	N/A
First Financial Bankshares, Inc. (FFIN)	8.93%	$4.34B	0.83	2.25	N/A
The Goldman Sachs Group, Inc. (GS)	1.54%	$247.93B	1.28	2.26	N/A
Bank of Montreal (BMO)	1.38%	$101.83B	N/A	1.78	N/A
The Bank of New York Mellon Corp. (BK)	1.36%	$80.17B	0.95	2.03	N/A
Axos Financial, Inc. (AX)	1.27%	$5.00B	1.03	1.71	N/A
The Toronto-Dominion Bank (TD)	1.25%	$164.28B	N/A	1.95	N/A
Popular, Inc. (BPOP)	1.24%	$8.74B	0.46	1.42	N/A
Northern Trust Corp. (NTRS)	1.21%	$26.67B	1.20	2.21	N/A
Morgan Stanley (MS)	1.20%	$258.11B	1.19	2.53	N/A
East West Bancorp, Inc. (EWBC)	1.20%	$15.18B	0.83	1.70	N/A
Synchrony Financial (SYF)	1.16%	$23.97B	1.16	1.54	N/A
U.S. Bancorp (USB)	1.11%	$83.76B	0.90	1.44	N/A
International Bancshares Corp. (IBOC)	1.11%	$4.16B	0.62	1.28	N/A
Fifth Third Bancorp (FITB)	1.06%	$43.91B	0.87	1.61	N/A
Wintrust Financial Corp. (WTFC)	1.05%	$9.63B	0.84	1.40	N/A
Ameris Bancorp (ABCB)	1.04%	$5.35B	0.79	1.32	N/A
State Street Corp. (STT)	1.04%	$34.88B	1.21	1.44	N/A
The PNC Financial Services Group, Inc. (PNC)	1.03%	$85.66B	0.87	1.51	N/A
Wells Fargo & Co. (WFC)	1.02%	$253.36B	1.01	1.54	N/A
American Express Co. (AXP)	1.02%	$210.93B	1.16	6.30	N/A
Cullen/Frost Bankers, Inc. (CFR)	1.02%	$8.69B	0.56	1.97	N/A
Regions Financial Corp. (RF)	1.00%	$23.95B	0.92	1.36	N/A
Bank of America Corp. (BAC)	0.96%	$357.47B	1.16	1.30	N/A
WSFS Financial Corp. (WSFS)	0.95%	$3.39B	0.77	1.25	N/A
M&T Bank Corp. (MTB)	0.95%	$32.18B	0.56	1.29	N/A
Home Bancshares, Inc. (Arkansas) (HOMB)	0.92%	$5.42B	0.71	1.26	N/A
OFG Bancorp (OFG)	0.90%	$1.72B	0.53	1.24	N/A
Capital One Financial Corp. (COF)	0.88%	$120.82B	1.01	1.07	N/A
Ameriprise Financial, Inc. (AMP)	0.88%	$43.12B	N/A	6.59	N/A
Huntington Bancshares, Inc. (HBAN)	0.86%	$33.86B	0.91	1.21	N/A
Bank OZK (OZK)	0.85%	$5.27B	0.93	0.89	N/A
ServisFirst Bancshares, Inc. (SFBS)	0.84%	$4.31B	0.82	2.33	N/A
Raymond James Financial, Inc. (RJF)	0.83%	$30.81B	1.04	2.47	N/A
Bank of Hawaii Corp. (BOH)	0.83%	$3.04B	0.63	2.02	N/A
First Commonwealth Financial Corp. (Pennsylvania) (FCF)	0.83%	$1.80B	0.66	1.17	N/A
CVB Financial Corp. (CVBF)	0.83%	$2.61B	0.53	1.14	N/A
Stifel Financial Corp. (SF)	0.82%	$11.62B	1.04	2.16	N/A
First Horizon Corp. (Tennessee) (FHN)	0.81%	$11.32B	0.51	1.34	N/A
Old National Bancorp (ONB)	0.80%	$8.92B	0.73	1.08	N/A
First Citizens BancShares, Inc. (North Carolina) (FCNCA)	0.79%	$22.86B	0.68	1.13	N/A
Western Alliance Bancorp. (WAL)	0.77%	$8.87B	1.17	1.20	N/A
Community Financial System, Inc. (CBU)	0.72%	$3.16B	0.77	1.58	N/A
NBT Bancorp, Inc. (NBTB)	0.67%	$2.22B	0.35	1.17	N/A
Banner Corp. (BANR)	0.64%	$2.06B	0.71	1.06	N/A
Prosperity Bancshares, Inc. (PB)	0.64%	$7.06B	0.59	0.85	N/A
Pinnacle Financial Partners, Inc. (Old) (PNFP)	0.56%	$6.88B	0.95	1.03	N/A
Ally Financial, Inc. (ALLY)	NaN%	$12.33B	1.18	0.93	N/A

Market data by FactSet

WGA Bank 50 Top Weighted