Presale Report  ·  Data as of 2024-08-13

World Financial Network Credit Card Master Note Trust Series 2024-B FINAL · CLOSED 2024-08-13

Series Notes
$500.0MM
Trust Balance
$5,242.4MM
Min Seller’s Interest
Senior Class Min Sub
0.0%
Sponsor: Comenity Bank  ·  Servicer: Comenity Bank (the “  ·  Trustee: U.S. Bank National Association

Capital Structure

ClassSize ($MM)% of NotesTotal CECPN / SpreadWALLegal FinalS&PFitch
Class A500.0100.0%27.0%4.62% fxd2.92AAAAAA

Transaction Parties

SponsorComenity Bank
ServicerComenity Bank (the “
Depositor / TransferorWFN Credit Company, LLC
Indenture TrusteeU.S. Bank National Association
Owner TrusteeCiticorp Trust Delaware, National Association
Asset Rep. ReviewerFTI Consulting, Inc
UnderwritersRBC Capital Markets, BofA Securities, BNP Paribas Securities, J.P. Morgan Securities, Wells Fargo Securities, Scotia Capital

Issuer Track Record

SeriesClosedSizeMPR at closeNet CO at closeExcess Spread at close
World Financial Network Credit Card Master Note Trust Series 2024-A2024-05-15$684.9MM15.3%8.09%18.6%
World Financial Network Credit Card Master Note Trust, Series 2023-A2023-05-16$479.5MM16.0%5.26%

Peer Set

TrustMost-RecentSizeClass A CPN/SpreadMin SellerClass A Total CEExp→LegalStructureMPRNet COExcess Spread
Synchrony2024-07-30$500.0MM5.0%20.0%36 moDe-linked23.4%4.79%17.1%
AmEx2024-07-15$500.0MM7.0%12.5%24 moLinked48.5%1.49%25.4%
BofA2024-06-13$1,250.0MM4.93% fxd4.0%29.5%24 moDe-linked28.3%2.48%13.9%
First Nat'l (Omaha)2024-05-29$512.8MM5.34% fxd7.0%22.0%36 moDe-linked31.8%14.2%
Wells Fargo2024-03-01$1,250.0MM4.94% fxd5.0%20.0%24 moDe-linked

Trust Subordination Comps

How to read this for de-linked trusts. Most credit card master trusts are de-linked, meaning Class A, B and C don’t need to be co-issued — they may have been issued in different series across multiple years, or held by the seller as required retained tranches. The figures below are the required minimum subordination the indenture mandates remain outstanding to support each class’s rating, NOT the cap stack of the subject series’ new issuance.
TrustStructureClass AClass BClass CRetained First-LossMin Seller
SizeCESizeCESizeCESizeIndenture Name
AmExLinked87.50%12.50%3.75%8.75%8.75%Collateral Interest7.0%
BarclaysDe-linked82.00%18.00%18.00%0.00%none6.0%
BofADe-linked70.48%29.52%10.07%19.45%8.95%10.50%10.50%Class D Req’d Investor Interest4.0%
Cap OneDe-linked79.01%20.99%9.00%11.99%8.99%3.00%none5.0%
ChaseDe-linked86.00%14.00%7.00%7.00%7.00%0.00%none5.0%
CitiDe-linked88.10%11.90%5.27%6.63%6.63%0.00%none
Comenity (WFN)De-linked73.00%27.00%6.50%20.50%3.75%16.75%16.75%Required Excess Collateral
First Nat'l (Omaha)De-linked78.00%22.00%10.50%11.50%11.50%0.00%none7.0%
SynchronyDe-linked80.00%20.00%6.00%14.00%9.00%5.00%none5.0%
Wells FargoDe-linked80.00%20.00%10.00%10.00%6.50%3.50%none5.0%

Size and CE both expressed as % of total invested amount. CE for each class equals the cumulative subordination + retained first-loss positioned below it. Class B / C reflect seniority position, so for trusts with non-standard naming (WFN A / M / B), the row maps the position to the column header. The Retained First-Loss column captures the unrated piece each trust requires the seller to hold — its indenture name varies and is shown alongside the size.

Trust Performance Comps

Monthly Payment Rate14.5%28.9%43.4%57.8%2021-082022-072023-072024-07MPRComenity (WFN)SynchronyAmExBofAFirst Nat'l (Omaha)Wells Fargo
Net Charge-Off Rate2.3%4.7%7.0%9.4%2021-082022-072023-072024-07Net COComenity (WFN)SynchronyAmExBofAWells Fargo
Portfolio Yield17.8%35.6%53.4%71.2%2021-082022-072023-072024-07YieldComenity (WFN)SynchronyAmExBofAFirst Nat'l (Omaha)Wells Fargo
Excess Spread15.7%31.4%47.1%62.8%2021-082022-072023-072024-07Excess SpreadComenity (WFN)SynchronyAmExBofAFirst Nat'l (Omaha)Wells Fargo
30+ Delinquency1.7%3.4%5.1%6.8%2021-082022-072023-072024-0730+ DQComenity (WFN)SynchronyAmExBofAFirst Nat'l (Omaha)Wells Fargo

Comenity (WFN) master trust (red, bold) vs. peer master trusts. Window: 36 months ending 2024-08-13 — point-in-time view at the subject’s issuance. For current trust performance, see the live Credit Card ABS — Trust Performance page.