WBXXVW
Index Performance
+11.93%
WBXXVW
+12.38%
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 July 26, 2024
CSV download
| First Citizens BancShares, Inc. (North Carolina) (FCNCA) | 11.87% | $29.57B | 6.05% | N/A | 4.24 |
| Discover Financial Services (DFS) | 11.69% | $35.49B | 19.92% | N/A | 1.22 |
| Synchrony Financial (SYF) | 11.01% | $19.91B | 16.54% | 78.58% | 0.86 |
| JPMorgan Chase & Co. (JPM) | 10.92% | $599.23B | 23.92% | N/A | 5.32 |
| East West Bancorp, Inc. (EWBC) | 10.80% | $12.11B | 15.30% | N/A | 2.23 |
| International Bancshares Corp. (IBOC) | 10.71% | $4.26B | 11.30% | N/A | 3.30 |
| American Express Co. (AXP) | 9.48% | $170.75B | 10.00% | 60.72% | 2.34 |
| The Charles Schwab Corp. (SCHW) | 7.94% | $117.73B | -1.87% | 75.78% | 5.68 |
| Axos Financial, Inc. (AX) | 1.10% | $4.28B | 40.11% | N/A | 0.83 |
| First Financial Bankshares, Inc. (FFIN) | 1.07% | $5.49B | 16.36% | N/A | 5.97 |
| First BanCorp (Puerto Rico) (FBP) | 1.06% | $3.63B | 8.35% | N/A | 2.58 |
| ServisFirst Bancshares, Inc. (SFBS) | 1.04% | $4.37B | 19.26% | N/A | 4.82 |
| Fifth Third Bancorp (FITB) | 1.00% | $28.61B | 9.70% | N/A | 3.35 |
| Cullen/Frost Bankers, Inc. (CFR) | 0.97% | $7.56B | -21.18% | N/A | N/A |
| BancFirst Corp. (Oklahoma) (BANF) | 0.96% | $3.58B | -22.21% | N/A | N/A |
| Home Bancshares, Inc. (Arkansas) (HOMB) | 0.92% | $5.68B | 9.14% | N/A | 4.60 |
| Regions Financial Corp. (RF) | 0.91% | $20.65B | 0.91% | N/A | 2.45 |
| Ameriprise Financial, Inc. (AMP) | 0.91% | $43.87B | 9.69% | 49.93% | 2.49 |
| The PNC Financial Services Group, Inc. (PNC) | 0.87% | $71.62B | 3.42% | N/A | 2.90 |
| Wintrust Financial Corp. (WTFC) | 0.85% | $6.72B | 18.92% | N/A | 2.69 |
| Wells Fargo & Co. (WFC) | 0.83% | $208.13B | 8.62% | N/A | 4.06 |
| Capital One Financial Corp. (COF) | 0.81% | $56.56B | 9.86% | N/A | 1.79 |
| Raymond James Financial, Inc. (RJF) | 0.78% | $24.46B | 13.55% | 98.72% | N/A |
| Bank OZK (OZK) | 0.77% | $5.22B | 28.90% | N/A | 1.28 |
| The Toronto-Dominion Bank (TD) | 0.73% | $101.97B | 20.23% | N/A | 3.55 |
Market data by FactSet
