Whalen Global Advisors

WGA Bank 25 Top Weighted

WBXXVW

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Index Performance

-6.75%
WBXXVW
-10.08%
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 October 20, 2026
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JPMorgan Chase & Co. (JPM)18.11%0.8616.19%$891.18B2.53
First BanCorp (Puerto Rico) (FBP)16.96%0.74N/A$4.21B2.13
The Charles Schwab Corp. (SCHW)14.24%0.77-2.39%$157.18B3.58
BancFirst Corp. (Oklahoma) (BANF)11.04%0.53-0.47%$3.70B1.89
First Financial Bankshares, Inc. (FFIN)10.68%0.78-3.71%$4.33B2.36
Bank of Montreal (BMO)1.94%N/A37.96%$116.34B2.08
The Bank of New York Mellon Corp. (BK)1.90%0.9137.12%$97.87B2.45
The Goldman Sachs Group, Inc. (GS)1.86%1.22N/A$257.63B2.37
Popular, Inc. (BPOP)1.73%0.4942.60%$10.26B1.60
East West Bancorp, Inc. (EWBC)1.68%0.90N/A$17.57B1.94
Northern Trust Corp. (NTRS)1.67%1.1734.64%$30.27B2.42
Morgan Stanley (MS)1.54%1.22N/A$283.33B2.64
Axos Financial, Inc. (AX)1.53%1.0213.79%$5.11B1.61
U.S. Bancorp (USB)1.48%0.8929.65%$92.07B1.54
Synchrony Financial (SYF)1.45%1.162.15%$23.87B1.54
OFG Bancorp (OFG)1.38%0.5737.82%$2.24B1.59
Cullen/Frost Bankers, Inc. (CFR)1.34%0.45N/A$9.70B2.17
Wintrust Financial Corp. (WTFC)1.27%0.8517.77%$9.87B1.44
International Bancshares Corp. (IBOC)1.24%0.610.01%$4.06B1.20
American Express Co. (AXP)1.24%1.13-8.54%$214.98B6.27
Wells Fargo & Co. (WFC)1.22%0.890.13%$246.73B1.56
Home Bancshares, Inc. (Arkansas) (HOMB)1.17%0.70N/A$5.88B1.29
Capital One Financial Corp. (COF)1.12%0.99N/A$123.65B1.11
Ameriprise Financial, Inc. (AMP)1.11%1.124.53%$43.08B6.78
ServisFirst Bancshares, Inc. (SFBS)1.07%0.8713.96%$4.33B2.13
The PNC Financial Services Group, Inc. (PNC)0.04%0.8125.97%$88.16B1.41
Market data by FactSet

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