Wright Investors Service Holdings (IWSH) Assets (2010 - 2026)
Wright Investors Service Holdings (IWSH) recorded Assets of $950,000 in Q2 2026, down 50.1% from $1.9 million a year earlier and down 17.1% from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Assets (2010 - 2026) Analysis & Trends
At the end of FY2025, Wright Investors Service Holdings reported Assets of $1.39 million, down 43.3% from FY2024.
- Annual Assets has declined for 13 straight years, with a five-year compound annual growth rate of -26.8% (FY2020 to FY2025).
- Across earlier years, Assets came in at $2.45 million in FY2024 (-27.5%), $3.37 million in FY2023 (-23.3%), $4.4 million in FY2022 (-20.3%) and $5.52 million in FY2021 (-16.2%).
- The Q2 2026 figure is the lowest quarterly Assets since Q1 2012.
- On a year-over-year basis, Assets has declined for 39 consecutive quarters, with an average decline of 37.1% over the last eight quarters.
- The year-over-year decline in Assets has ranged between 15.9% (Q3 2021) and 50.1% (Q2 2026) over the last five years.
- Per Business Quant, the preceding three quarters came in at $1.15 million (Q1 2026), $1.39 million (Q4 2025) and $1.64 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | 130.10 Bn |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 49.89 Bn |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | 525.52 Bn |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 414.46 Bn |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - | 950,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 950,000.00 |
| Mar 31, 2026 | 1.15 Mn |
| Dec 31, 2025 | 1.39 Mn |
| Sep 30, 2025 | 1.64 Mn |
| Jun 30, 2025 | 1.90 Mn |
| Mar 31, 2025 | 2.19 Mn |
| Dec 31, 2024 | 2.45 Mn |
| Sep 30, 2024 | 2.65 Mn |
| Jun 30, 2024 | 2.88 Mn |
| Mar 31, 2024 | 3.11 Mn |
| Dec 31, 2023 | 3.37 Mn |
| Sep 30, 2023 | 3.60 Mn |
| Jun 30, 2023 | 3.87 Mn |
| Mar 31, 2023 | 4.12 Mn |
| Dec 31, 2022 | 4.40 Mn |
| Sep 30, 2022 | 4.60 Mn |
| Jun 30, 2022 | 4.87 Mn |
| Mar 31, 2022 | 5.23 Mn |
| Dec 31, 2021 | 5.52 Mn |
| Sep 30, 2021 | 5.76 Mn |
API Access
Wright Investors Service Holdings Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "IWSH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();