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WGA BANK INDICES

The WGA Bank Indices (the “Indices”) are published by Whalen Global Advisors LLC (“WGA”). The Indices track and feature the top 10, 25 and 50 publicly traded banks in Peer Groups 1 & 2, as defined by the Federal Financial Institutions Examination Council (FFIEC). The constituents of the Indices are self-selected based upon measures of financial performance and market returns. Unlike traditional price-weighted indices which are biased toward larger stocks, the WGA Indices employ a proprietary risk weighting system to ensure that the highest scoring banks have the greatest impact on the Indices regardless of size. Index constituents are available to subscribers to the IRA Annual Service.

WGA Bank Top 10 Index (WBXPSW)

Index constituents are available to subscribers to the IRA Annual Service.

WGA Bank Top 25 Index (WBXXVPSW)

Index constituents are available to subscribers to the IRA Annual Service.

WGA Bank Top 50 Index (WBLPSW)
Top 50 Bank Index Constituents
DISCLAIMER

The Indices are published by Whalen Global Advisors LLC and are provided for general informational purposes only and are not intended for investment purposes or financial advice. By making use of the Indices, the recipient acknowledges and agrees to our copyright and trademarks, and all of the matters set forth below in this disclaimer. It is not possible to invest directly in an index. Exposure to an asset class represented by an index may be available through financial instruments based upon approximations of that index. Inclusion of a security within any of the Indices is not a recommendation by Whalen Global Advisors LLC to buy, sell, or hold such security, nor is it considered to be investment advice. Whalen Global Advisors LLC makes no representation or warranty (express or implied) regarding the adequacy, accuracy, or completeness of any information in the Indices. Information contained therein is obtained from public and private sources deemed reliable. The Indices are not an offer to sell, or a solicitation of an offer to buy, any securities or instruments named or described herein. In no event shall Whalen Global Advisors LLC be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the Indices. Whalen Global Advisors LLC is not acting as fiduciary or advisor with respect to the Indices. You must consult with your own advisors as to the legal, regulatory, tax, business, financial, investment, spiritual and other aspects of utilizing the Indices. Interested parties are advised to contact Whalen Global Advisors LLC for more information.

Index constituents are available to subscribers to the IRA Annual Service.

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