WBXXVW
Index Performance
+13.42%
WBXXVW
+13.00%
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 holdings25
What's inside?
Holdings
All holdings as of May 17, 2024
CSV download
| JPMorgan Chase & Co. (JPM) | 11.47% | $581.43B | 18.17% | N/A | 5.44 |
| Discover Financial Services (DFS) | 11.16% | $31.28B | 20.71% | N/A | 1.85 |
| First Citizens BancShares, Inc. (North Carolina) (FCNCA) | 10.81% | $25.35B | 125.58% | N/A | 4.21 |
| Synchrony Financial (SYF) | 10.37% | $17.46B | 51.53% | 82.65% | 0.77 |
| East West Bancorp, Inc. (EWBC) | 10.35% | $10.76B | 23.07% | N/A | 3.49 |
| International Bancshares Corp. (IBOC) | 10.21% | $3.76B | 11.30% | N/A | 3.30 |
| American Express Co. (AXP) | 10.19% | $173.58B | 13.32% | 62.03% | 2.31 |
| The Charles Schwab Corp. (SCHW) | 10.19% | $138.70B | 1.35% | 74.41% | 5.76 |
| Fifth Third Bancorp (FITB) | 0.99% | $26.40B | 15.93% | N/A | 3.36 |
| Ameriprise Financial, Inc. (AMP) | 0.97% | $43.30B | 12.20% | 53.08% | 2.67 |
| Axos Financial, Inc. (AX) | 0.96% | $3.48B | 40.11% | N/A | 0.83 |
| First BanCorp (Puerto Rico) (FBP) | 0.95% | $3.00B | 9.75% | N/A | 2.48 |
| First Financial Bankshares, Inc. (FFIN) | 0.94% | $4.44B | 20.19% | N/A | 7.23 |
| ServisFirst Bancshares, Inc. (SFBS) | 0.93% | $3.56B | 25.50% | N/A | 5.59 |
| Cullen/Frost Bankers, Inc. (CFR) | 0.92% | $6.79B | 8.77% | N/A | 4.23 |
| Raymond James Financial, Inc. (RJF) | 0.92% | $26.03B | 14.23% | 84.00% | 1.31 |
| Wells Fargo & Co. (WFC) | 0.91% | $212.87B | 10.66% | N/A | 4.16 |
| BancFirst Corp. (Oklahoma) (BANF) | 0.87% | $3.01B | 12.33% | N/A | 3.51 |
| Regions Financial Corp. (RF) | 0.87% | $18.41B | 5.78% | N/A | 1.54 |
| Home Bancshares, Inc. (Arkansas) (HOMB) | 0.86% | $4.94B | 8.23% | N/A | 4.89 |
| Bank OZK (OZK) | 0.86% | $5.51B | 39.79% | N/A | 1.58 |
| Wintrust Financial Corp. (WTFC) | 0.85% | $6.31B | 27.61% | N/A | 2.79 |
| The PNC Financial Services Group, Inc. (PNC) | 0.84% | $64.02B | 10.50% | N/A | 4.29 |
| Capital One Financial Corp. (COF) | 0.84% | $53.87B | 12.36% | N/A | 2.01 |
| The Toronto-Dominion Bank (TD) | 0.78% | $100.67B | 24.75% | N/A | 3.48 |
Market data by FactSet
