Index Performance
-2.76%
WBXSW
+9.41%
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 December 12, 2025
CSV download
| JPMorgan Chase & Co. (JPM) | 22.85% | $867.09B | 0.91 | 2.55 | 35.76% |
| The Charles Schwab Corp. (SCHW) | 20.13% | $171.74B | 1.02 | 4.05 | N/A |
| First BanCorp (Puerto Rico) (FBP) | 17.14% | $3.35B | 0.75 | 1.76 | N/A |
| BancFirst Corp. (Oklahoma) (BANF) | 14.95% | $3.78B | 0.56 | 2.12 | -9.59% |
| First Financial Bankshares, Inc. (FFIN) | 14.70% | $4.52B | 0.86 | 2.46 | -21.46% |
| The Goldman Sachs Group, Inc. (GS) | 2.46% | $266.32B | 1.29 | 2.44 | 54.53% |
| Bank of Montreal (BMO) | 2.01% | $93.40B | N/A | 1.62 | 39.49% |
| Axos Financial, Inc. (AX) | 1.97% | $4.84B | 1.04 | 1.73 | 7.85% |
| East West Bancorp, Inc. (EWBC) | 1.95% | $15.63B | 0.88 | 1.82 | 14.22% |
| International Bancshares Corp. (IBOC) | 1.81% | $4.51B | 0.65 | 1.44 | 7.05% |
| American Express Co. (AXP) | 0.03% | $263.53B | 1.16 | 8.13 | 27.38% |
Market data by FactSet
