WBXSW
Index Performance
+6.92%
WBXSW
+9.72%
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 holdings13
What's inside?
Holdings
All holdings as of September 13, 2024
CSV download
| ServisFirst Bancshares, Inc. (SFBS) | 11.42% | $4.27B | 19.26% | N/A | 4.84 |
| Discover Financial Services (DFS) | 10.84% | $32.97B | 19.92% | N/A | 1.87 |
| Ameriprise Financial, Inc. (AMP) | 10.55% | $43.24B | 9.97% | 53.28% | 2.49 |
| First Citizens BancShares, Inc. (North Carolina) (FCNCA) | 10.21% | $26.34B | 6.05% | N/A | 4.19 |
| JPMorgan Chase & Co. (JPM) | 10.15% | $581.32B | 23.89% | N/A | 5.38 |
| First Financial Bankshares, Inc. (FFIN) | 10.10% | $5.25B | 16.37% | N/A | 5.97 |
| International Bancshares Corp. (IBOC) | 9.85% | $3.79B | 9.91% | N/A | 3.43 |
| First BanCorp (Puerto Rico) (FBP) | 9.49% | $3.32B | 7.76% | N/A | 2.58 |
| Bank of Hawaii Corp. (BOH) | 9.04% | $2.56B | 4.41% | N/A | 3.01 |
| Customers Bancorp, Inc. (CUBI) | 8.15% | $1.53B | 5.51% | N/A | 2.04 |
| East West Bancorp, Inc. (EWBC) | 0.09% | $11.02B | 14.78% | N/A | 3.15 |
| Synchrony Financial (SYF) | 0.07% | $18.63B | 16.54% | 78.58% | 0.86 |
| American Express Co. (AXP) | 0.04% | $184.13B | 10.00% | 60.72% | 2.34 |
Market data by FactSet
