Whalen Global Advisors

WGA Bank 25 Top Weighted

WBXXVW

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Index Performance

-1.77%
WBXXVW
-3.28%
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 March 6, 2026
CSV download
JPMorgan Chase & Co. (JPM)17.34%0.88N/A$791.71B2.31
The Charles Schwab Corp. (SCHW)16.59%N/AN/A$167.18B3.93
First BanCorp (Puerto Rico) (FBP)13.86%0.72N/A$3.28B1.67
BancFirst Corp. (Oklahoma) (BANF)12.04%0.53N/A$3.74B2.02
First Financial Bankshares, Inc. (FFIN)11.67%0.83N/A$4.34B2.25
The Goldman Sachs Group, Inc. (GS)1.90%1.28N/A$247.93B2.26
Bank of Montreal (BMO)1.81%N/AN/A$101.83B1.78
The Bank of New York Mellon Corp. (BK)1.69%0.95N/A$80.17B2.03
Axos Financial, Inc. (AX)1.64%1.03N/A$5.00B1.71
Popular, Inc. (BPOP)1.55%0.46N/A$8.74B1.42
Northern Trust Corp. (NTRS)1.54%1.20N/A$26.67B2.21
East West Bancorp, Inc. (EWBC)1.54%0.83N/A$15.18B1.70
Morgan Stanley (MS)1.51%1.19N/A$258.11B2.53
Synchrony Financial (SYF)1.46%1.16N/A$23.97B1.54
U.S. Bancorp (USB)1.43%0.90N/A$83.76B1.44
International Bancshares Corp. (IBOC)1.40%0.62N/A$4.16B1.28
Wintrust Financial Corp. (WTFC)1.33%0.84N/A$9.63B1.40
Wells Fargo & Co. (WFC)1.32%1.01N/A$253.36B1.54
American Express Co. (AXP)1.30%1.16N/A$210.93B6.30
Cullen/Frost Bankers, Inc. (CFR)1.28%0.56N/A$8.69B1.97
Home Bancshares, Inc. (Arkansas) (HOMB)1.18%0.71N/A$5.42B1.26
Ameriprise Financial, Inc. (AMP)1.18%N/AN/A$43.12B6.59
Capital One Financial Corp. (COF)1.16%1.01N/A$120.82B1.07
OFG Bancorp (OFG)1.12%0.53N/A$1.72B1.24
ServisFirst Bancshares, Inc. (SFBS)1.12%0.82N/A$4.31B2.33
The PNC Financial Services Group, Inc. (PNC)0.04%0.87N/A$85.66B1.51
Market data by FactSet

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