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Asset Management

Every analyzed stock in Asset Management — 449 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

Asset Management risk
Near-term vs. long-term risk for this theme
⚡ Right now ?Near-term risk over roughly the next 3 months. Blends live market conditions (volatility, how far the S&P is from its highs, credit spreads, the yield curve, sentiment), how stretched valuations are, and what the smart money is doing. Higher = greater odds of a pullback. · next 0–3 months
47 /100 Elevated ▼ -3 slight
Long-term risk ?Long-term / structural risk — the market's underlying tide. Where valuations sit versus 145 years of history (Shiller CAPE) plus multi-year trends. A high reading means weak long-run return prospects even if the market feels calm right now. · structural · vs 145yr history
68 /100 High ◆ flat
▲ / ▼ = change vs ~7 days ago — red = risk rising, green = falling.
Inside the "right now" score — a 45 / 30 / 25 blend · 322 stocks valued
Conditions · 45% ?The live market weather: VIX (expected volatility), how far the S&P 500 is below its 52-week high, high-yield credit spreads, the 10-year vs 2-year yield curve, and the Fear & Greed index. Market-wide indices, not per-stock.
33 Moderate
Valuation · 30% ?How expensive stocks are versus our intrinsic-value models: the median price-to-value ratio and the share of stocks trading above what we think they are worth, across 322 stocks.
54 Elevated
Smart money · 25% ?What informed money is doing: short-selling activity plus corporate insiders buying or selling their own stock. Broken out below.
56 Elevated
Smart money — the three inputs
Short-selling ?Share of ALL US trading volume that is short sales (FINRA, ~12,000 symbols, market-wide). It normally sits near 45–50%, so readings above ~50% lean bearish and read as higher risk. Weighted 40% of Smart money.
54.2%
High
Buyers' strike ?Share of the sampled companies whose insiders bought NONE of their own stock on the open market in the last 12 months. The higher this runs, the more bearish (nobody's buying the dip in their own shares). Weighted 35%.
46%
Elevated
Net insider selling ?Share of the sampled companies whose insiders were net DISCRETIONARY sellers over 12 months (excludes scheduled 10b5-1 plans, which carry little signal). Around half is normal; well above that is bearish. Weighted 25%.
46%
Elevated
Black number = the raw figure; coloured bar & word = how it reads as risk. Insider inputs from 282 stocks (full universe); short-selling is market-wide.
Long-term risk: the long-term read runs high mainly because valuations sit near a historic extreme (Shiller CAPE) — a structural backdrop, not about this week.
Divergence: insiders are defensive while macro conditions (credit, curve, volatility) stay calm. Insiders are strong judges of their own companies but poor macro timers — historically this pattern favors selective stock-picking (see the opportunistic-buy signals) over exiting the market wholesale.
Scale (0–100): 0–20 Low · 20–40 Moderate · 40–60 Elevated · 60–80 High · 80–100 Extreme. "Right now" reads today's conditions; the "long-term" score is anchored to ~145 years of valuation history.
Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
Sort by: A–Z Riskiest Most overvalued Most shorted Buyers' strike Largest
This week in Asset Management
Asset Management — Sep 7 – Sep 11, 2026 (Wk 37): Asset Management Risk Rises; Firms Adjust Strategies Amid Volatility →
The asset management sector saw an increase in its risk score this week, with some firms adjusting their investment strategies to focus on defense, income, and growth. This comes as interest rate and stock market volatility…
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
Deeply overvalued
Financial Services Risk 56 · Elevated
Price$147.41
Model IV$65.20
P/IV2.19
Premium +126% Return to IV: -55.8%
Market implies +9.9%/yr vs model +2.0% · above model
VYLD
JPMORGAN CHASE & CO
Deeply undervalued
Financial Services Risk 38 · Moderate
Price$30.93
Model IV$237.60
P/IV0.12
Discount 87% Return to IV: +668.1%
WABC
WESTAMERICA BANCORPORATION
Overvalued
Financial Services Risk 57 · Elevated
Price$59.95
Model IV$50.69
P/IV1.19
Premium +18% Return to IV: -15.5%
WAFD
WAFD INC
Fairly valued
Financial Services Risk 36 · Moderate
Price$33.88
Model IV$37.71
P/IV0.94
Discount 10% Return to IV: +11.3%
WAFDP
WAFD INC
Deeply undervalued
Financial Services Risk 23 · Moderate
Price$16.40
Model IV$35.47
P/IV0.46
Discount 54% Return to IV: +116.3%
WAL
WESTERN ALLIANCE BANCORPORATION
Fairly valued
Financial Services Risk 54 · Elevated
Price$79.29
Model IV$74.21
P/IV1.07
Premium +7% Return to IV: -6.4%
WASH
WASHINGTON TRUST BANCORP INC
Fairly valued
Financial Services Risk 52 · Elevated
Price$39.99
Model IV$28.66
P/IV1.14
Premium +40% Return to IV: -28.3%
WBS
WEBSTER FINANCIAL CORP
Overvalued
Financial Services Risk 58 · Elevated
Price$77.57
Model IV$59.42
P/IV1.22
Premium +31% Return to IV: -23.4%
WDI
Western Asset Diversified Income Fund (WDI)
Valuation N/A
Unknown
Price$12.39
Model IV—
P/IV—
Limited data — see page
WEA
WESTERN ASSET PREMIER BOND FUND
Valuation N/A
Unknown
Price$10.34
Model IV—
P/IV—
Limited data — see page
WFC
WELLS FARGO & COMPANY/MN
Overvalued
Financial Services Risk 47 · Elevated
Price$90.29
Model IV$64.94
P/IV1.19
Premium +39% Return to IV: -28.1%
WHG
WESTWOOD HOLDINGS GROUP INC
Deeply undervalued
Financial Services Risk 31 · Moderate
Price$18.53
Model IV$30.22
P/IV0.54
Discount 39% Return to IV: +63.1%
Market implies -2.2%/yr vs model +7.7% · below model
WPC
W. P. Carey Inc.
Deeply overvalued
Financial Services Risk 71 · High
Price$69.19
Model IV$52.70
P/IV1.41
Premium +31% Return to IV: -23.8%
WSBC
WESBANCO INC
Fairly valued
Financial Services Risk 57 · Elevated
Price$40.38
Model IV$36.60
P/IV1.16
Premium +10% Return to IV: -9.4%
WSBCO
WESBANCO INC
Deeply undervalued
Financial Services Risk 27 · Moderate
Price$25.25
Model IV$37.78
P/IV0.68
Discount 33% Return to IV: +49.6%
WSBK
Winchester Bancorp, Inc./MD/
Deeply overvalued
Financial Services Risk 68 · High
Price$12.96
Model IV$6.60
P/IV1.97
Premium +96% Return to IV: -49.1%
WSFS
WSFS FINANCIAL CORP
Deeply overvalued
Financial Services Risk 67 · High
Price$80.64
Model IV$56.58
P/IV1.26
Premium +43% Return to IV: -29.8%
WTBA
WEST BANCORPORATION INC
Deeply overvalued
Financial Services Risk 66 · High
Price$29.51
Model IV$18.73
P/IV1.53
Premium +58% Return to IV: -36.5%
WTFC
WINTRUST FINANCIAL CORP
Overvalued
Financial Services Risk 59 · Elevated
Price$152.16
Model IV$117.18
P/IV1.28
Premium +30% Return to IV: -23.0%
WTFCN
WINTRUST FINANCIAL CORP
Deeply undervalued
Financial Services Risk 38 · Moderate
Price$26.06
Model IV$127.36
P/IV0.21
Discount 80% Return to IV: +388.7%
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
Deeply undervalued
Financial Services Risk 37 · Moderate
Price$2,053.15
Model IV$3,000.53
P/IV0.69
Discount 32% Return to IV: +46.1%
XP
XP Inc.
Valuation N/A
Financial Services
Price$19.86
Model IV—
P/IV—
Limited data — see page
XRPZ
Franklin XRP Trust
Fairly valued
Financial Services Risk 55 · Elevated
Price$14.78
Model IV$11.50
P/IV1.02
Premium +29% Return to IV: -22.2%
XXI
Twenty One Capital, Inc.
Valuation N/A
Financial Services
Price$5.79
Model IV—
P/IV—
Limited data — see page
YCL
ProShares Trust II
Deeply overvalued
Financial Services Risk 50 · Elevated
Price$19.19
Model IV$12.62
P/IV1.45
Premium +52% Return to IV: -34.3%
YRD
Yiren Digital Ltd.
Valuation N/A
Financial Services Risk 55 · Elevated
Price$1.01
Model IV—
P/IV—
Market implies -36.7%/yr vs model +3.9% · below model
ZION
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Fairly valued
Financial Services Risk 57 · Elevated
Price$68.75
Model IV$60.07
P/IV1.04
Premium +14% Return to IV: -12.6%
ZIONP
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Deeply undervalued
Financial Services Risk 27 · Moderate
Price$18.15
Model IV$75.45
P/IV0.26
Discount 76% Return to IV: +315.7%
ZTR
Virtus Total Return Fund Inc.
Valuation N/A
Unknown
Price$6.60
Model IV—
P/IV—
Limited data — see page