Whalen Global Advisors

WGA Bank 50 Top Weighted

WBLW

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Index Performance

-0.42%
WBLW
-4.51%
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 September 25, 2026
CSV download
JPMorgan Chase & Co. (JPM)14.23%$911.92B0.842.58N/A
First BanCorp (Puerto Rico) (FBP)12.77%$4.13B0.722.09N/A
The Charles Schwab Corp. (SCHW)11.92%$171.26B0.793.90N/A
First Financial Bankshares, Inc. (FFIN)8.75%$4.65B0.812.31N/A
BancFirst Corp. (Oklahoma) (BANF)8.32%$3.65B0.551.87N/A
Bank of Montreal (BMO)1.57%$119.81BN/A2.1637.24%
The Bank of New York Mellon Corp. (BK)1.52%$101.88B0.942.55N/A
The Goldman Sachs Group, Inc. (GS)1.50%$272.38B1.222.48N/A
The Toronto-Dominion Bank (TD)1.44%$203.82BN/A2.4556.08%
Northern Trust Corp. (NTRS)1.36%$32.15B1.192.57N/A
State Street Corp. (STT)1.33%$49.81B1.232.02N/A
Popular, Inc. (BPOP)1.32%$10.24B0.491.60N/A
Morgan Stanley (MS)1.28%$308.32B1.202.90N/A
East West Bancorp, Inc. (EWBC)1.27%$17.43B0.891.89N/A
Axos Financial, Inc. (AX)1.16%$5.03B1.001.59N/A
U.S. Bancorp (USB)1.13%$92.44B0.861.52N/A
Synchrony Financial (SYF)1.11%$23.73B1.111.56N/A
Fifth Third Bancorp (FITB)1.06%$47.25B0.881.46N/A
Cullen/Frost Bankers, Inc. (CFR)1.04%$9.78B0.482.19N/A
OFG Bancorp (OFG)1.03%$2.20B0.561.56N/A
International Bancshares Corp. (IBOC)1.02%$4.35B0.591.29N/A
WSFS Financial Corp. (WSFS)1.00%$3.97B0.821.47N/A
The PNC Financial Services Group, Inc. (PNC)1.00%$90.02B0.821.55N/A
Bank of America Corp. (BAC)0.99%$396.49B1.101.44N/A
Wintrust Financial Corp. (WTFC)0.98%$9.86B0.871.38N/A
Ameris Bancorp (ABCB)0.97%$5.52B0.821.35N/A
Wells Fargo & Co. (WFC)0.94%$250.90B0.901.52N/A
Regions Financial Corp. (RF)0.94%$23.53B0.941.35N/A
American Express Co. (AXP)0.92%$208.60B1.106.08N/A
M&T Bank Corp. (MTB)0.90%$31.94B0.571.26N/A
Home Bancshares, Inc. (Arkansas) (HOMB)0.89%$5.84B0.681.29N/A
First Commonwealth Financial Corp. (Pennsylvania) (FCF)0.88%$2.11B0.641.35N/A
Ameriprise Financial, Inc. (AMP)0.86%$43.55B1.156.85N/A
CVB Financial Corp. (CVBF)0.86%$3.97B0.511.25N/A
Capital One Financial Corp. (COF)0.85%$122.82B0.931.08N/A
ServisFirst Bancshares, Inc. (SFBS)0.85%$4.52B0.852.28N/A
Old National Bancorp (ONB)0.82%$9.75B0.741.17N/A
Raymond James Financial, Inc. (RJF)0.81%$30.75B1.002.42N/A
Bank OZK (OZK)0.78%$5.12B0.890.86N/A
First Citizens BancShares, Inc. (North Carolina) (FCNCA)0.77%$23.24B0.591.18N/A
Huntington Bancshares, Inc. (HBAN)0.77%$31.60B0.881.06N/A
Western Alliance Bancorp. (WAL)0.75%$8.47B1.231.12N/A
First Horizon Corp. (Tennessee) (FHN)0.74%$11.11B0.521.31N/A
NBT Bancorp, Inc. (NBTB)0.72%$2.68B0.361.38N/A
Bank of Hawaii Corp. (BOH)0.72%$2.83B0.611.85N/A
Stifel Financial Corp. (SF)0.70%$10.62B0.942.00N/A
Community Financial System, Inc. (CBU)0.68%$3.24B0.731.56N/A
Banner Corp. (BANR)0.65%$2.53B0.641.17N/A
Prosperity Bancshares, Inc. (PB)0.58%$8.14B0.600.82N/A
Pinnacle Financial Partners, Inc. (Old) (PNFP)0.55%$14.11B0.991.02N/A
Ally Financial, Inc. (ALLY)NaN%$11.80B1.110.87N/A
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