Index Performance
+0.91%
WBXSW
-4.51%
KBWB
Overview
Description
Whalen Global Advisors Bank index. This index represents the top 20th percentile of banks based on the WGA bank evaluation framework. The weighting methodology is custom, based on the bank scores. For more information, check https://www.theinstitutionalriskanalyst.com/
- TickerWBXSW
- Inception Date04/29/2024
- WeightingCustom
- # of holdings11
What's inside?
Holdings
All holdings as of September 25, 2026
CSV download
| JPMorgan Chase & Co. (JPM) | 22.78% | $911.92B | 0.84 | 2.58 | 10.75% |
| First BanCorp (Puerto Rico) (FBP) | 20.49% | $4.13B | 0.72 | 2.09 | 26.78% |
| The Charles Schwab Corp. (SCHW) | 19.02% | $171.26B | 0.79 | 3.90 | 3.52% |
| First Financial Bankshares, Inc. (FFIN) | 14.05% | $4.65B | 0.81 | 2.31 | -1.40% |
| BancFirst Corp. (Oklahoma) (BANF) | 13.27% | $3.65B | 0.55 | 1.87 | -13.39% |
| Bank of Montreal (BMO) | 2.45% | $119.81B | N/A | 2.16 | 37.24% |
| The Goldman Sachs Group, Inc. (GS) | 2.40% | $272.38B | 1.22 | 2.48 | 18.62% |
| East West Bancorp, Inc. (EWBC) | 2.03% | $17.43B | 0.89 | 1.89 | 22.45% |
| Axos Financial, Inc. (AX) | 1.86% | $5.03B | 1.00 | 1.59 | 2.57% |
| International Bancshares Corp. (IBOC) | 1.63% | $4.35B | 0.59 | 1.29 | 3.50% |
| American Express Co. (AXP) | 0.03% | $208.60B | 1.10 | 6.08 | -8.80% |
Market data by FactSet
