WBXSW
Index Performance
+12.73%
WBXSW
+11.56%
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 holdings10
What's inside?
Holdings
All holdings as of January 17, 2025
CSV download
| Synchrony Financial (SYF) | 23.74% | $26.77B | 11.71% | 78.94% | 0.91 |
| Discover Financial Services (DFS) | 23.65% | $47.04B | 10.84% | N/A | 1.89 |
| JPMorgan Chase & Co. (JPM) | 21.60% | $729.62B | 16.58% | N/A | 5.16 |
| East West Bancorp, Inc. (EWBC) | 19.56% | $13.97B | 13.27% | N/A | 3.37 |
| Cullen/Frost Bankers, Inc. (CFR) | 2.02% | $9.18B | 8.39% | N/A | 3.96 |
| Raymond James Financial, Inc. (RJF) | 1.96% | $34.20B | 14.78% | 84.33% | 1.07 |
| Ameriprise Financial, Inc. (AMP) | 1.93% | $53.57B | 12.02% | 52.64% | 2.47 |
| American Express Co. (AXP) | 1.92% | $220.18B | 9.21% | 61.49% | 2.74 |
| The Charles Schwab Corp. (SCHW) | 1.82% | $139.87B | 2.44% | 74.74% | 4.96 |
| ServisFirst Bancshares, Inc. (SFBS) | 1.81% | $4.86B | 15.85% | N/A | 6.10 |
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