Whalen Global Advisors

WGA Bank 50 Top Weighted

WBLW

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Index Performance

-1.07%
WBLW
-1.00%
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 May 20, 2026
CSV download
JPMorgan Chase & Co. (JPM)13.37%$831.44B0.882.4029.21%
First BanCorp (Puerto Rico) (FBP)12.03%$3.65B0.691.84N/A
The Charles Schwab Corp. (SCHW)11.55%$153.82BN/A3.65N/A
First Financial Bankshares, Inc. (FFIN)9.22%$4.58B0.812.36-2.34%
BancFirst Corp. (Oklahoma) (BANF)9.07%$3.81B0.552.00-2.72%
The Goldman Sachs Group, Inc. (GS)1.68%$273.43B1.252.56N/A
Bank of Montreal (BMO)1.52%$107.40BN/A1.8866.00%
The Bank of New York Mellon Corp. (BK)1.48%$92.01B0.932.3372.39%
The Toronto-Dominion Bank (TD)1.39%$177.32BN/A2.1174.25%
Morgan Stanley (MS)1.37%$297.41B1.172.84N/A
Northern Trust Corp. (NTRS)1.37%$30.39B1.172.5181.76%
Popular, Inc. (BPOP)1.31%$9.56B0.461.5156.88%
East West Bancorp, Inc. (EWBC)1.31%$16.80B0.831.87N/A
Axos Financial, Inc. (AX)1.20%$5.41B1.061.8551.97%
State Street Corp. (STT)1.20%$41.74B1.201.7376.96%
Synchrony Financial (SYF)1.17%$25.71B1.141.6948.92%
International Bancshares Corp. (IBOC)1.12%$4.43B0.611.3618.72%
U.S. Bancorp (USB)1.11%$86.27B0.881.4744.20%
Ameris Bancorp (ABCB)1.07%$5.80B0.791.4050.69%
Wintrust Financial Corp. (WTFC)1.06%$9.97B0.851.4333.98%
Fifth Third Bancorp (FITB)1.06%$44.97B0.871.4143.91%
The PNC Financial Services Group, Inc. (PNC)1.02%$88.69B0.851.3942.35%
Regions Financial Corp. (RF)1.00%$23.72B0.941.3641.43%
WSFS Financial Corp. (WSFS)0.99%$3.73B0.751.3738.29%
American Express Co. (AXP)0.99%$214.31B1.146.3019.79%
Cullen/Frost Bankers, Inc. (CFR)0.98%$8.90B0.532.0224.84%
OFG Bancorp (OFG)0.97%$1.96B0.511.4120.36%
Bank of America Corp. (BAC)0.95%$373.55B1.141.3533.79%
Wells Fargo & Co. (WFC)0.91%$243.37B0.971.4916.87%
M&T Bank Corp. (MTB)0.91%$32.02B0.571.2431.23%
Home Bancshares, Inc. (Arkansas) (HOMB)0.85%$5.35B0.701.19N/A
Ameriprise Financial, Inc. (AMP)0.85%$42.09BN/A6.73N/A
Capital One Financial Corp. (COF)0.85%$118.48B0.981.055.93%
Bank OZK (OZK)0.85%$5.38B0.930.8914.43%
ServisFirst Bancshares, Inc. (SFBS)0.85%$4.33B0.852.2613.58%
First Commonwealth Financial Corp. (Pennsylvania) (FCF)0.83%$1.90B0.651.2325.66%
Raymond James Financial, Inc. (RJF)0.82%$30.24B1.052.3713.00%
Bank of Hawaii Corp. (BOH)0.82%$3.06B0.642.0220.76%
Huntington Bancshares, Inc. (HBAN)0.82%$33.41B0.941.1216.81%
CVB Financial Corp. (CVBF)0.82%$3.53B0.541.1712.84%
First Horizon Corp. (Tennessee) (FHN)0.82%$11.56B0.511.3738.35%
Old National Bancorp (ONB)0.81%$9.02B0.75N/A15.46%
Western Alliance Bancorp. (WAL)0.79%$8.73B1.181.19N/A
First Citizens BancShares, Inc. (North Carolina) (FCNCA)0.78%$22.56B0.681.11N/A
Stifel Financial Corp. (SF)0.77%$11.95B1.022.2437.00%
Community Financial System, Inc. (CBU)0.74%$3.27B0.761.6415.63%
NBT Bancorp, Inc. (NBTB)0.67%$2.25B0.361.195.37%
Banner Corp. (BANR)0.65%$2.25B0.671.1411.05%
Prosperity Bancshares, Inc. (PB)0.63%$6.92B0.620.844.93%
Pinnacle Financial Partners, Inc. (Old) (PNFP)0.59%$14.47B0.981.05-3.13%
Ally Financial, Inc. (ALLY)NaN%$13.60B1.131.0237.36%
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