Whalen Global Advisors

WGA Bank 50 Top Weighted

WBLW

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Index Performance

+15.89%
WBLW
+23.25%
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 29, 2026
CSV download
JPMorgan Chase & Co. (JPM)13.65%$882.60B0.842.5715.63%
First BanCorp (Puerto Rico) (FBP)12.28%$4.04B0.722.0526.45%
The Charles Schwab Corp. (SCHW)10.90%$157.48B0.793.71N/A
First Financial Bankshares, Inc. (FFIN)9.27%$4.94B0.822.52-5.18%
BancFirst Corp. (Oklahoma) (BANF)8.59%$3.77B0.511.98-10.81%
The Goldman Sachs Group, Inc. (GS)1.64%$300.97B1.242.7647.32%
Bank of Montreal (BMO)1.60%$124.44BN/A2.25N/A
The Bank of New York Mellon Corp. (BK)1.45%$98.70B0.952.5061.61%
The Toronto-Dominion Bank (TD)1.43%$203.54BN/A2.51N/A
Morgan Stanley (MS)1.37%$333.94B1.223.2053.70%
Popular, Inc. (BPOP)1.36%$10.64B0.491.6949.73%
Northern Trust Corp. (NTRS)1.35%$32.37B1.212.6739.76%
East West Bancorp, Inc. (EWBC)1.29%$17.68B0.861.9626.34%
Axos Financial, Inc. (AX)1.26%$5.48B0.971.7923.02%
State Street Corp. (STT)1.24%$47.10B1.261.9562.39%
Synchrony Financial (SYF)1.19%$26.36B1.101.7316.88%
U.S. Bancorp (USB)1.16%$95.12B0.841.6235.90%
Fifth Third Bancorp (FITB)1.16%$51.46B0.851.6137.35%
International Bancshares Corp. (IBOC)1.10%$4.73B0.601.4412.25%
The PNC Financial Services Group, Inc. (PNC)1.09%$99.08B0.821.7232.47%
Wintrust Financial Corp. (WTFC)1.07%$10.82B0.831.5627.49%
Ameris Bancorp (ABCB)1.07%$6.08B0.791.4937.34%
Regions Financial Corp. (RF)1.03%$25.83B0.921.4830.25%
Cullen/Frost Bankers, Inc. (CFR)1.02%$9.72B0.482.2220.39%
American Express Co. (AXP)1.02%$232.59B1.076.846.80%
Bank of America Corp. (BAC)1.01%$410.75B1.101.5022.83%
WSFS Financial Corp. (WSFS)0.99%$3.99B0.771.4735.60%
OFG Bancorp (OFG)0.98%$2.08B0.551.5214.79%
M&T Bank Corp. (MTB)0.97%$35.03B0.551.3824.71%
Wells Fargo & Co. (WFC)0.95%$255.56B0.871.574.73%
ServisFirst Bancshares, Inc. (SFBS)0.90%$4.76B0.842.4910.38%
Home Bancshares, Inc. (Arkansas) (HOMB)0.87%$5.79B0.641.300.94%
Huntington Bancshares, Inc. (HBAN)0.87%$36.12B0.891.227.62%
Capital One Financial Corp. (COF)0.86%$124.61B0.931.11-4.61%
CVB Financial Corp. (CVBF)0.85%$3.95B0.531.3113.78%
First Commonwealth Financial Corp. (Pennsylvania) (FCF)0.85%$2.06B0.641.3325.56%
Bank OZK (OZK)0.85%$5.86B0.890.979.43%
Old National Bancorp (ONB)0.83%$9.97B0.741.2019.32%
First Horizon Corp. (Tennessee) (FHN)0.81%$12.14B0.521.4422.34%
Bank of Hawaii Corp. (BOH)0.80%$3.20B0.622.1219.96%
Western Alliance Bancorp. (WAL)0.80%$9.05B1.171.244.35%
Ameriprise Financial, Inc. (AMP)0.78%$40.17B1.156.48N/A
First Citizens BancShares, Inc. (North Carolina) (FCNCA)0.77%$23.87B0.641.202.20%
Raymond James Financial, Inc. (RJF)0.76%$29.05B1.002.31-2.63%
Community Financial System, Inc. (CBU)0.73%$3.51B0.761.7317.76%
NBT Bancorp, Inc. (NBTB)0.69%$2.56B0.371.3418.80%
Stifel Financial Corp. (SF)0.67%$10.43B0.931.97-1.44%
Prosperity Bancshares, Inc. (PB)0.62%$7.41B0.580.904.41%
Banner Corp. (BANR)0.62%$2.25B0.671.142.73%
Pinnacle Financial Partners, Inc. (Old) (PNFP)0.58%$15.21B0.991.10-10.43%
Ally Financial, Inc. (ALLY)NaN%$14.48B1.121.0921.03%
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