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KBW Announces Index Rebalancing for Second-Quarter 2025

1. Stifel's subsidiary KBW announces index rebalancing effective June 23, 2025. 2. SITE Centers Corp. will be removed from the KBW Nasdaq Premium Yield Index. 3. Rebalancing affects several KBW Nasdaq indices, including financial sector ETFs. 4. The KBW family of indexes is significant in the financial services sector. 5. Stifel continues as a leading player in investment banking and fintech.

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Why Bullish?

The index rebalancing may increase liquidity and trading volume for Stifel's ETFs, potentially boosting share price. Historical precedents show index changes can positively influence stock performance, especially in high-demand sectors.

How important is it?

As part of a key financial index, this rebalancing matters significantly to investors. It reflects broader sector performance that affects investor sentiment and capital flows.

Why Short Term?

The immediate effect of the rebalancing is expected as it occurs soon. Similar past rebalancings in major indices have led to short-term price increases due to increased trading activity and interest.

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SITCKBWYBKXSMKSXSM
NEW YORK, June 13, 2025 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the second quarter of 2025. This quarter, there are constituent changes within one of our indexes: KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY). These changes will be effective prior to the opening of business on Monday, June 23, 2025. As part of this rebalancing, below are the component-level changes across impacted indices: KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX; ETF Ticker: KBWY) Drop (1): SITE Centers Corp. (NYSE: SITC) Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM). Not all of the listed securities may be suitable for retail investors; in addition, not all of the listed securities may be available to U.S. investors. European investors interested in FTEK LN can contact Invesco at https://etf.invesco.com/gb/private/en/product/invesco-kbw-nasdaq-fintech-ucits-etf-acc/trading-information. U.S. investors cannot buy or hold FTEK LN. An investor cannot invest directly in an index. About KBW KBW (Keefe, Bruyette & Woods, Inc., operating in the U.S., and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel company. Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking and specialty finance sectors. Founded in 1962, the firm maintains industry‐leading positions in the areas of research, corporate finance, mergers and acquisitions as well as sales and trading in equities securities of financial services companies. Media Contact Neil Shapiro, (212) 271-3447shapiron@stifel.com

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