Index Performance
-4.61%
WBXSW
-5.10%
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 May 23, 2025
CSV download
| JPMorgan Chase & Co. (JPM) | 20.07% | $724.54B | 3.37% | N/A | 5.97 |
| The Charles Schwab Corp. (SCHW) | 19.61% | $158.80B | 3.13% | 81.35% | 5.00 |
| BancFirst Corp. (Oklahoma) (BANF) | 17.43% | $4.08B | 6.65% | N/A | 3.88 |
| First BanCorp (Puerto Rico) (FBP) | 17.28% | $3.27B | 3.25% | N/A | 1.73 |
| First Financial Bankshares, Inc. (FFIN) | 17.07% | $4.89B | 10.50% | N/A | 6.49 |
| The Goldman Sachs Group, Inc. (GS) | 1.78% | $183.66B | -2.07% | N/A | 6.79 |
| Axos Financial, Inc. (AX) | 1.74% | $3.92B | -2.23% | N/A | 1.05 |
| International Bancshares Corp. (IBOC) | 1.68% | $3.89B | -1.21% | N/A | 3.92 |
| Bank of Montreal (BMO) | 1.67% | $75.26B | 8.15% | N/A | 2.49 |
| East West Bancorp, Inc. (EWBC) | 1.66% | $12.45B | 1.99% | N/A | 3.57 |
| American Express Co. (AXP) | 0.03% | $199.82B | 6.39% | 60.55% | 2.51 |
Market data by FactSet
