Whalen Global Advisors

WGA Bank 25 Top Weighted

WBXXVW

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Index Performance

+6.90%
WBXXVW
+8.46%
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 June 18, 2025
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JPMorgan Chase & Co. (JPM)16.89%0.9342.80%$761.36B2.30
The Charles Schwab Corp. (SCHW)16.21%0.9624.31%$163.36B4.05
First Financial Bankshares, Inc. (FFIN)13.98%0.9027.89%$5.02B2.97
BancFirst Corp. (Oklahoma) (BANF)13.53%0.7043.98%$3.94B2.36
First BanCorp (Puerto Rico) (FBP)13.45%0.7915.42%$3.15B1.79
The Goldman Sachs Group, Inc. (GS)1.51%1.2744.07%$194.92B1.79
Axos Financial, Inc. (AX)1.41%1.0832.50%$4.01B1.55
East West Bancorp, Inc. (EWBC)1.39%0.8933.97%$12.90B1.63
Synchrony Financial (SYF)1.39%1.1940.87%$23.39B1.52
The Bank of New York Mellon Corp. (BK)1.38%0.9559.73%$65.53B1.73
Bank of Montreal (BMO)1.38%N/A33.27%$76.91B1.34
International Bancshares Corp. (IBOC)1.35%0.7316.15%$3.89B1.34
American Express Co. (AXP)1.33%1.2530.12%$207.67B6.66
Ameriprise Financial, Inc. (AMP)1.33%1.2016.33%$48.22B8.92
Morgan Stanley (MS)1.28%1.2842.22%$212.60B2.19
Northern Trust Corp. (NTRS)1.27%1.1738.20%$21.59B1.80
Popular, Inc. (BPOP)1.26%0.4825.47%$7.11B1.24
Wells Fargo & Co. (WFC)1.26%1.1031.73%$243.22B1.50
Capital One Financial Corp. (COF)1.26%1.0346.17%$126.22B1.19
Home Bancshares, Inc. (Arkansas) (HOMB)1.23%0.7922.39%$5.44B1.35
Cullen/Frost Bankers, Inc. (CFR)1.20%0.6629.43%$7.94B2.00
U.S. Bancorp (USB)1.20%0.8514.10%$67.42B1.27
OFG Bancorp (OFG)1.19%0.5714.68%$1.83B1.41
Wintrust Financial Corp. (WTFC)1.18%0.8128.36%$7.94B1.28
ServisFirst Bancshares, Inc. (SFBS)1.11%0.8125.17%$3.95B2.37
The PNC Financial Services Group, Inc. (PNC)0.03%0.9718.65%$69.33B1.37
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