Whalen Global Advisors
WGA Bank Top 10 Score Weighted

WBXSW

Index Performance

+8.40%
WBXSW
+11.21%
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 holdings8
What's inside?

Holdings

All holdings as of May 24, 2024
CSV download
JPMorgan Chase & Co. (JPM)13.22%$576.37B18.17%N/A5.44
First Citizens BancShares, Inc. (North Carolina) (FCNCA)13.07%$25.62B125.58%N/A4.21
American Express Co. (AXP)12.99%$169.37B13.32%62.03%2.31
Discover Financial Services (DFS)12.37%$30.88B20.71%N/A1.85
International Bancshares Corp. (IBOC)12.23%$3.60B11.30%N/A3.30
East West Bancorp, Inc. (EWBC)12.17%$10.27B23.07%N/A3.49
Synchrony Financial (SYF)11.99%$17.40B51.53%82.65%0.77
The Charles Schwab Corp. (SCHW)11.97%$128.44B1.35%74.41%5.76
Market data by FactSet