Whalen Global Advisors

WGA Bank 25 Top Weighted

WBXXVW

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Index Performance

+11.38%
WBXXVW
+11.96%
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 July 22, 2026
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JPMorgan Chase & Co. (JPM)17.50%0.8119.47%$913.98B2.58
First BanCorp (Puerto Rico) (FBP)16.46%0.6929.91%$4.24B2.19
The Charles Schwab Corp. (SCHW)14.72%0.79N/A$176.63B4.21
First Financial Bankshares, Inc. (FFIN)11.38%0.79-3.49%$5.06B2.62
BancFirst Corp. (Oklahoma) (BANF)10.75%0.51-11.26%$3.90B2.12
The Goldman Sachs Group, Inc. (GS)2.14%1.2553.92%$314.25B2.97
The Bank of New York Mellon Corp. (BK)1.97%0.9462.36%$107.85B2.73
Bank of Montreal (BMO)1.93%N/A64.58%$128.41B2.31
Popular, Inc. (BPOP)1.74%0.4652.87%$11.08B1.79
Morgan Stanley (MS)1.73%1.2257.12%$339.90B3.22
Northern Trust Corp. (NTRS)1.68%1.2050.39%$34.17B2.88
East West Bancorp, Inc. (EWBC)1.60%0.8427.29%$18.43B2.07
Axos Financial, Inc. (AX)1.55%0.9416.38%$5.66B1.87
U.S. Bancorp (USB)1.50%0.8143.42%$98.36B1.65
Synchrony Financial (SYF)1.34%1.087.79%$24.76B1.64
International Bancshares Corp. (IBOC)1.33%0.5912.08%$4.76B1.47
Cullen/Frost Bankers, Inc. (CFR)1.30%0.4421.25%$10.15B2.34
Wintrust Financial Corp. (WTFC)1.28%0.8126.96%$11.08B1.62
American Express Co. (AXP)1.26%1.0418.54%$242.46B7.25
OFG Bancorp (OFG)1.26%0.5216.04%$2.12B1.58
Wells Fargo & Co. (WFC)1.19%0.8411.40%$267.80B1.62
Home Bancshares, Inc. (Arkansas) (HOMB)1.12%0.626.43%$6.21B1.35
Ameriprise Financial, Inc. (AMP)1.12%1.15N/A$47.45B7.73
ServisFirst Bancshares, Inc. (SFBS)1.08%0.797.47%$4.75B2.53
Capital One Financial Corp. (COF)1.04%0.90-2.22%$128.15B1.16
The PNC Financial Services Group, Inc. (PNC)0.04%0.7832.18%$100.89B1.59
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