IWSH

Wright Investors Service Holdings, Inc.
—

Company Information

Company Name
Wright Investors Service Holdings, Inc.
CIK
CIK0001279715
Category
Non-accelerated filer<br>Smaller reporting company
Ticker: Exchange
IWSH: OTC
Fiscal Year End
December 31
Owner Organization
02 Finance
SIC
6282
SIC Description
Investment Advice
Ticker
IWSH

SEC filing data through

Insider Sentiment

Last purchase
2022-12-28
Last sale
—
Shares purchased (TTM)
6,500
Shares sold (TTM)
0
Buy ratio (TTM)100.0%

Institutional Sentiment

As of
2022-09-30
Institutional shares owned
479,397
Shares outstanding
20,495,711
Ownership
2.34%
-0.58% Y/Y

Earnings Market Reaction

Filing date
2026-08-14
Price on filing date
—
1-month reaction
-29.17%
3-month reaction
…
Drift continued3/7 (43%)
Faded / reversed4/7 (57%)

Balance Sheet

Values in millions ($)
Line item2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-312023-12-312023-09-30Subscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnTrend
Assets
Cash And Cash Equivalents At Carrying Value000001122200
Available For Sale Securities Debt Securities Current-----------3
Short Term Investments11111111113-
Prepaid Expense And Other Assets Current000000000000
Assets Current111222233334
Other Assets Noncurrent000000000000
Assets111222233334
Liabilities Current
Accounts Payable And Accrued Liabilities Current000000000000
Liabilities Current000000000000
Liabilities000000000000
Stockholders Equity
Common Stock Value000000000000
Additional Paid In Capital343434343434343434343434
Retained Earnings Accumulated Deficit-32-32-32-31-31-31-31-30-30-30-30-29
Accumulated Other Comprehensive Income Loss Net Of Tax-------0--00
Treasury Stock Common Value-2-2-2-2-2-2-2-2-2-2-2-2
Stockholders Equity111222233334
Liabilities And Stockholders Equity111222233334
Preferred Stock Par Or Stated Value Per Share0.010.010.010.010.010.010.010.010.010.010.010.01
Preferred Stock Shares Authorized101010101010101010101010
Common Stock Par Or Stated Value Per Share0.010.010.010.010.010.010.010.010.010.010.010.01
Common Stock Shares Authorized303030303030303030303030
Common Stock Shares Issued222222222222222222222222
Shares Outstanding212121212121212121212121
Treasury Stock Common Shares111111111111
Common Stock Shares Subscribed But Unissued----------00

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Wright Investors Service Holdings, Inc. (IWSH) — SEC Financial Statements & Analysis

Wright Investors Service Holdings, Inc. (IWSH) is a investment advice company, incorporated in DE. Wright Investors Service Holdings, Inc. trades on OTC as: IWSH. Wright Investors Service Holdings, Inc. (IWSH)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-14. Based on that filing, Wright Investors Service Holdings, Inc. carries a market cap of $4.95M, a P/E ratio of -4.81x, a P/B ratio of 6.16x, an enterprise value of $4.90M, and an EV/EBITDA multiple of -4.57x. On profitability, it posts a Return on Equity (ROE) of -78.06%, a Return on Assets (ROA) of -72.09%, and a Return on Invested Capital (ROIC) of -97.90%. Per share, it reports EPS of $-0.05, diluted EPS of $-0.05, free cash flow per share of $-0.05, and a dividend per share of $0.00. Over the trailing year, it posted net income growth of 6.20% year-over-year and EPS growth of 6.20% year-over-year. On the balance sheet, it maintains a current ratio of 6.41x, a quick ratio of 6.24x, working capital of $795.00K, a debt-to-equity ratio of 0.18x, a debt ratio of 0.15, free cash flow of $-940.00K (TTM), and net debt of $-48.00K. Figures sourced from SEC EDGAR.

Market Cap
$4.95M
P/E TTM
-4.81x
EPS TTM
$-0.05
P/B TTM
6.16x
ROE TTM
-78.06%
ROA TTM
-72.09%
Debt To Equity
0.18x
Free Cash Flow TTM
$-940.00K

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Wright Investors Service Holdings, Inc. in?

Wright Investors Service Holdings, Inc. (IWSH) operates in the Investment Advice industry.

What exchange does IWSH trade on?

Wright Investors Service Holdings, Inc. (IWSH) trades on the OTC.

Where is Wright Investors Service Holdings, Inc. incorporated?

Wright Investors Service Holdings, Inc. is incorporated in DE.

When was Wright Investors Service Holdings, Inc. (IWSH)'s most recent SEC filing?

Wright Investors Service Holdings, Inc. (IWSH)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-14.

What is IWSH's market cap?

Wright Investors Service Holdings, Inc. (IWSH) has a market capitalization of $4.95M as of 2026-06-30.

What is IWSH's EPS (earnings per share)?

Wright Investors Service Holdings, Inc. (IWSH)'s trailing twelve month EPS is $-0.05 as of 2026-06-30.

What is IWSH's ROE (return on equity)?

Wright Investors Service Holdings, Inc. (IWSH)'s trailing twelve month Return on Equity (ROE) is -78.06% as of 2026-06-30.

What is IWSH's ROA (return on assets)?

Wright Investors Service Holdings, Inc. (IWSH)'s trailing twelve month Return on Assets (ROA) is -72.09% as of 2026-06-30.

What is IWSH's ROIC (return on invested capital)?

Wright Investors Service Holdings, Inc. (IWSH)'s trailing twelve month Return on Invested Capital (ROIC) is -97.90% as of 2026-06-30.

What is IWSH's EV/EBITDA?

Wright Investors Service Holdings, Inc. (IWSH)'s trailing twelve month EV/EBITDA is -4.57x as of 2026-06-30.

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