Whalen Global Advisors
WGA Bank 25 Top Weighted


Index Performance




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 holdings25
What's inside?


All holdings as of May 24, 2024
CSV download
JPMorgan Chase & Co. (JPM)11.58%$576.37B18.17%N/A5.44
Discover Financial Services (DFS)11.29%$30.88B20.71%N/A1.85
First Citizens BancShares, Inc. (North Carolina) (FCNCA)11.23%$25.62B125.58%N/A4.21
Synchrony Financial (SYF)10.54%$17.40B51.53%82.65%0.77
American Express Co. (AXP)10.30%$169.37B13.32%62.03%2.31
East West Bancorp, Inc. (EWBC)10.16%$10.27B23.07%N/A3.49
International Bancshares Corp. (IBOC)10.04%$3.60B11.30%N/A3.30
The Charles Schwab Corp. (SCHW)9.66%$128.44B1.35%74.41%5.76
Ameriprise Financial, Inc. (AMP)1.02%$43.80B12.20%53.08%2.67
Fifth Third Bancorp (FITB)0.98%$25.48B15.93%N/A3.36
First BanCorp (Puerto Rico) (FBP)0.97%$2.99B9.75%N/A2.48
Raymond James Financial, Inc. (RJF)0.94%$25.58B14.23%84.00%1.31
Wells Fargo & Co. (WFC)0.92%$209.91B10.66%N/A4.16
Axos Financial, Inc. (AX)0.92%$3.25B40.11%N/A0.83
Cullen/Frost Bankers, Inc. (CFR)0.92%$6.57B8.77%N/A4.23
First Financial Bankshares, Inc. (FFIN)0.91%$4.29B20.19%N/A7.23
ServisFirst Bancshares, Inc. (SFBS)0.91%$3.42B25.50%N/A5.59
Home Bancshares, Inc. (Arkansas) (HOMB)0.85%$4.76B8.23%N/A4.89
Wintrust Financial Corp. (WTFC)0.85%$6.03B27.61%N/A2.79
Regions Financial Corp. (RF)0.85%$17.33B5.78%N/A1.54
Bank OZK (OZK)0.85%$5.35B39.79%N/A1.58
BancFirst Corp. (Oklahoma) (BANF)0.84%$2.86B12.33%N/A3.51
Capital One Financial Corp. (COF)0.84%$52.56B12.36%N/A2.01
The PNC Financial Services Group, Inc. (PNC)0.83%$61.38B10.50%N/A4.29
The Toronto-Dominion Bank (TD)0.80%$99.79B20.23%N/A3.55
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