Whalen Global Advisors

WGA Bank 25 Top Weighted

WBXXVW

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Index Performance

+8.09%
WBXXVW
+17.24%
KBWB

Overview

Description

Whalen Global Advisors Bank index. This index represents the top 25 banks based on the WGA bank evaluation framework. The weighting methodology is custom, based on the bank scores, where the top banks are overweighted. For more information, check https://www.theinstitutionalriskanalyst.com/

  • TickerWBXXVW
  • Inception Date04/29/2024
  • WeightingCustom
  • # of holdings26
What's inside?

Holdings

All holdings as of January 16, 2026
CSV download
JPMorgan Chase & Co. (JPM)17.42%0.9121.23%$850.63B2.46
The Charles Schwab Corp. (SCHW)16.86%N/AN/A$184.48B4.35
First BanCorp (Puerto Rico) (FBP)13.34%0.75N/A$3.36B1.76
First Financial Bankshares, Inc. (FFIN)11.81%0.86-11.60%$4.66B2.53
BancFirst Corp. (Oklahoma) (BANF)11.67%0.57-6.01%$3.76B2.11
The Goldman Sachs Group, Inc. (GS)2.08%1.2854.65%$288.53B2.69
Axos Financial, Inc. (AX)1.68%1.0330.47%$5.35B1.92
Morgan Stanley (MS)1.66%1.1941.58%$300.52B3.25
The Bank of New York Mellon Corp. (BK)1.65%0.9746.02%$83.50B2.12
Synchrony Financial (SYF)1.63%1.1817.48%$28.88B1.82
Bank of Montreal (BMO)1.62%N/A43.08%$96.84B1.70
East West Bancorp, Inc. (EWBC)1.55%0.8613.90%$15.85B1.85
Northern Trust Corp. (NTRS)1.52%1.2138.81%$27.53B2.28
American Express Co. (AXP)1.47%1.1715.95%$251.29B7.75
Popular, Inc. (BPOP)1.42%0.5030.65%$8.54B1.41
U.S. Bancorp (USB)1.39%0.9415.17%$84.56B1.50
Capital One Financial Corp. (COF)1.37%1.0325.35%$152.03B1.34
International Bancshares Corp. (IBOC)1.37%0.657.72%$4.38B1.40
Wells Fargo & Co. (WFC)1.35%1.0415.99%$277.43B1.66
Wintrust Financial Corp. (WTFC)1.31%0.878.31%$9.77B1.48
Cullen/Frost Bankers, Inc. (CFR)1.22%0.590.24%$8.87B2.05
Ameriprise Financial, Inc. (AMP)1.20%N/AN/A$47.32B7.35
Home Bancshares, Inc. (Arkansas) (HOMB)1.17%0.75-1.12%$5.68B1.32
OFG Bancorp (OFG)1.11%0.58-4.36%$1.83B1.34
ServisFirst Bancshares, Inc. (SFBS)1.09%0.88-11.44%$4.27B2.40
The PNC Financial Services Group, Inc. (PNC)0.04%0.8915.61%$87.52B1.44
Market data by FactSet

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