Whalen Global Advisors
WGA Bank 50 Top Weighted

WBLW

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Index Performance

+2.90%
WBLW
+3.11%
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 holdings50
What's inside?

Holdings

All holdings as of February 11, 2025
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JPMorgan Chase & Co. (JPM)2.69%$774.19B15.50%N/A5.16
Discover Financial Services (DFS)2.62%$48.89B15.06%N/A1.32
The Goldman Sachs Group, Inc. (GS)2.47%$200.94B16.71%N/A5.42
Synchrony Financial (SYF)2.45%$25.36B19.73%80.11%1.35
The Charles Schwab Corp. (SCHW)2.34%$152.43B1.87%77.25%3.87
ServisFirst Bancshares, Inc. (SFBS)2.28%$5.03B16.28%N/A6.70
American Express Co. (AXP)2.23%$217.48B10.12%61.24%2.99
Axos Financial, Inc. (AX)2.16%$4.12B13.48%N/A0.99
Cullen/Frost Bankers, Inc. (CFR)2.16%$9.13B7.81%N/A4.55
Wintrust Financial Corp. (WTFC)2.16%$8.80B19.62%N/A3.09
Bank OZK (OZK)2.13%$6.02B23.25%N/A1.27
BancFirst Corp. (Oklahoma) (BANF)2.12%$4.06B-78.36%N/AN/A
Wells Fargo & Co. (WFC)2.11%$261.93B7.90%N/A4.06
Morgan Stanley (MS)2.10%$221.98B11.00%N/A4.83
East West Bancorp, Inc. (EWBC)2.10%$13.72B15.22%N/A2.60
First Citizens BancShares, Inc. (North Carolina) (FCNCA)2.10%$29.79B17.98%N/A4.59
First BanCorp (Puerto Rico) (FBP)2.10%$3.44B6.80%N/A2.01
First Financial Bankshares, Inc. (FFIN)2.09%$5.45B18.08%N/A6.78
International Bancshares Corp. (IBOC)2.08%$4.17B6.33%N/A3.64
Ameriprise Financial, Inc. (AMP)2.08%$51.30B11.30%52.57%N/A
Raymond James Financial, Inc. (RJF)2.07%$33.39B12.10%85.74%1.50
Capital One Financial Corp. (COF)2.04%$75.97B9.72%N/A2.05
Western Alliance Bancorp. (WAL)2.04%$9.86B13.41%N/A2.42
UMB Financial Corp. (UMBF)2.03%$8.31B17.41%N/A2.84
Home Bancshares, Inc. (Arkansas) (HOMB)2.01%$6.21B8.83%N/A4.50
Bank of Montreal (BMO)1.97%$72.43B16.51%N/A2.42
The PNC Financial Services Group, Inc. (PNC)1.96%$78.89B6.28%N/A3.88
The Bank of New York Mellon Corp. (BK)1.94%$61.36B18.08%N/A0.35
First Horizon Corp. (Tennessee) (FHN)1.94%$11.75B7.00%N/A3.00
Popular, Inc. (BPOP)1.94%$7.38B11.22%N/A1.73
Northern Trust Corp. (NTRS)1.92%$21.89B30.82%N/A-0.14
Merchants Bancorp (Indiana) (MBIN)1.90%$1.99B22.92%N/A4.61
Fifth Third Bancorp (FITB)1.88%$29.50B6.40%N/A3.55
Old National Bancorp (ONB)1.86%$7.70B16.39%N/A3.98
Pinnacle Financial Partners, Inc. (PNFP)1.85%$9.53B14.85%N/A3.71
OFG Bancorp (OFG)1.84%$2.02B12.43%N/A2.08
SouthState Corp. (SSB)1.83%$10.76B9.36%N/A3.28
Webster Financial Corp. (WBS)1.83%$10.26B5.76%N/A3.03
Zions Bancorporation NA (ZION)1.82%$8.40B7.91%N/A2.44
Huntington Bancshares, Inc. (HBAN)1.82%$24.49B11.55%N/A3.41
Synovus Financial Corp. (SNV)1.77%$7.87B0.91%N/A2.00
Community Financial System, Inc. (CBU)1.76%$3.52B24.27%N/A4.31
Bank of America Corp. (BAC)1.75%$356.11B9.96%N/A5.22
U.S. Bancorp (USB)1.72%$74.24B6.70%N/A2.32
Regions Financial Corp. (RF)1.71%$22.17B3.26%N/A2.86
SoFi Technologies, Inc. (SOFI)1.70%$16.09B29.33%67.69%4.63
Stifel Financial Corp. (SF)1.70%$11.09B15.36%81.72%N/A
WSFS Financial Corp. (WSFS)1.63%$3.44B7.05%N/A1.70
M&T Bank Corp. (MTB)1.62%$33.06B9.83%N/A3.39
Customers Bancorp, Inc. (CUBI)1.60%$1.82B-4.25%N/A2.24
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