Whalen Global Advisors

WGA Bank 25 Top Weighted

WBXXVW

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Index Performance

+6.15%
WBXXVW
+11.19%
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 5, 2026
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JPMorgan Chase & Co. (JPM)17.44%0.8829.21%$831.44B2.40
First BanCorp (Puerto Rico) (FBP)15.29%0.69N/A$3.65B1.84
The Charles Schwab Corp. (SCHW)14.41%N/AN/A$153.82B3.65
First Financial Bankshares, Inc. (FFIN)11.77%0.81-2.34%$4.58B2.36
BancFirst Corp. (Oklahoma) (BANF)11.37%0.55-2.72%$3.81B2.00
The Goldman Sachs Group, Inc. (GS)2.24%1.25N/A$273.43B2.56
Bank of Montreal (BMO)1.97%N/A66.00%$107.40B1.88
The Bank of New York Mellon Corp. (BK)1.94%0.9372.39%$92.01B2.33
Morgan Stanley (MS)1.86%1.17N/A$297.41B2.84
Northern Trust Corp. (NTRS)1.77%1.1781.76%$30.39B2.51
East West Bancorp, Inc. (EWBC)1.70%0.83N/A$16.80B1.87
Popular, Inc. (BPOP)1.70%0.4656.88%$9.56B1.51
Axos Financial, Inc. (AX)1.55%1.0651.97%$5.41B1.85
Synchrony Financial (SYF)1.44%1.1448.92%$25.71B1.69
U.S. Bancorp (USB)1.43%0.8844.20%$86.27B1.47
International Bancshares Corp. (IBOC)1.42%0.6118.72%$4.43B1.36
Wintrust Financial Corp. (WTFC)1.37%0.8533.98%$9.97B1.43
Wells Fargo & Co. (WFC)1.25%0.9716.87%$243.37B1.49
American Express Co. (AXP)1.25%1.1419.79%$214.31B6.30
OFG Bancorp (OFG)1.24%0.5120.36%$1.96B1.41
Cullen/Frost Bankers, Inc. (CFR)1.23%0.5324.84%$8.90B2.02
Home Bancshares, Inc. (Arkansas) (HOMB)1.11%0.70N/A$5.35B1.19
ServisFirst Bancshares, Inc. (SFBS)1.08%0.8513.58%$4.33B2.26
Ameriprise Financial, Inc. (AMP)1.07%N/AN/A$42.09B6.73
Capital One Financial Corp. (COF)1.04%0.985.93%$118.48B1.05
The PNC Financial Services Group, Inc. (PNC)0.04%0.8542.35%$88.69B1.39
Market data by FactSet

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