WBXSW
Index Performance
+13.22%
WBXSW
+13.00%
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 17, 2024
CSV download
| JPMorgan Chase & Co. (JPM) | 13.09% | $581.43B | 18.17% | N/A | 5.44 |
| American Express Co. (AXP) | 12.85% | $173.58B | 13.32% | 62.03% | 2.31 |
| The Charles Schwab Corp. (SCHW) | 12.62% | $138.70B | 1.35% | 74.41% | 5.76 |
| First Citizens BancShares, Inc. (North Carolina) (FCNCA) | 12.59% | $25.35B | 125.58% | N/A | 4.21 |
| International Bancshares Corp. (IBOC) | 12.44% | $3.76B | 11.30% | N/A | 3.30 |
| East West Bancorp, Inc. (EWBC) | 12.39% | $10.76B | 23.07% | N/A | 3.49 |
| Discover Financial Services (DFS) | 12.22% | $31.28B | 20.71% | N/A | 1.85 |
| Synchrony Financial (SYF) | 11.81% | $17.46B | 51.53% | 82.65% | 0.77 |
Market data by FactSet