Whalen Global Advisors
WGA Bank 25 Top Weighted

WBXXVW

Index Performance

+23.47%
WBXXVW
+22.38%
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 December 10, 2024
CSV download
Synchrony Financial (SYF)18.88%$26.04B11.71%78.94%0.91
Discover Financial Services (DFS)18.16%$44.13B10.84%N/A1.16
JPMorgan Chase & Co. (JPM)16.55%$683.73B11.37%N/A5.34
East West Bancorp, Inc. (EWBC)16.44%$14.36B13.27%N/A3.37
The Charles Schwab Corp. (SCHW)1.60%$150.69B2.44%74.74%4.96
Cullen/Frost Bankers, Inc. (CFR)1.57%$8.81B8.39%N/A3.96
ServisFirst Bancshares, Inc. (SFBS)1.57%$5.16B15.85%N/A6.10
Ameriprise Financial, Inc. (AMP)1.56%$53.00B12.02%52.64%2.47
Raymond James Financial, Inc. (RJF)1.54%$32.83B14.78%84.33%1.07
American Express Co. (AXP)1.52%$212.82B9.21%61.49%2.74
BancFirst Corp. (Oklahoma) (BANF)1.49%$4.22B15.70%N/A3.88
Morgan Stanley (MS)1.46%$204.26B11.04%N/A5.36
Wintrust Financial Corp. (WTFC)1.42%$8.80B12.77%N/A2.78
Fifth Third Bancorp (FITB)1.41%$31.11B8.42%N/A3.51
First Financial Bankshares, Inc. (FFIN)1.41%$5.83B18.05%N/A7.07
Wells Fargo & Co. (WFC)1.39%$239.89B22.94%N/A3.72
Western Alliance Bancorp. (WAL)1.38%$9.93B12.67%N/A2.75
Pinnacle Financial Partners, Inc. (PNFP)1.37%$9.34B14.16%N/A3.44
International Bancshares Corp. (IBOC)1.36%$4.39B6.33%N/A3.64
First Citizens BancShares, Inc. (North Carolina) (FCNCA)1.34%$29.39B2.19%N/A4.27
M&T Bank Corp. (MTB)1.34%$34.35B6.89%N/A3.32
Northern Trust Corp. (NTRS)1.33%$21.44B25.62%N/A-0.80
Regions Financial Corp. (RF)1.32%$23.02B-0.47%N/A2.19
Stifel Financial Corp. (SF)1.30%$11.32B16.62%81.91%1.98
U.S. Bancorp (USB)1.29%$80.45B-0.62%N/A2.01
Market data by FactSet