Wright Investors Service Holdings (IWSH) Assets Average (2011 - 2026)
Wright Investors Service Holdings' (IWSH) quarterly Assets Average came in at $1.0 million in Q2 2026, down 48.72% year-over-year from $2.0 million in Q2 2025, and down 17.22% quarter-over-quarter from $1.3 million in Q1 2026.
Analysis
Wright Investors Service Holdings (IWSH) Assets Average (2011 - 2026) Analysis & Trends
Wright Investors Service Holdings has disclosed Assets Average across 15 years of filings, most recently posting $1.0 million for Q2 2026.
- In Q2 2026, Assets Average fell 48.72% year-over-year to $1.0 million; the TTM figure through Jun 2026 stood at $1.0 million (down 48.72% YoY), while the FY2025 annual figure was $1.9 million, down 34.16% from the prior year.
- Assets Average came in at $1.0 million for Q2 2026 at Wright Investors Service Holdings, down from $1.3 million in the prior quarter.
- In the past five years, Assets Average ranged from a high of $5.4 million in Q1 2022 to a low of $1.0 million in Q2 2026.
- Average Assets Average over 5 years is $3.1 million, with a median of $3.1 million recorded in 2024.
- Year-over-year, Assets Average fell 16.57% in 2022 and plunged 48.72% in 2026.
- Over 5 years, Assets Average stood at $4.5 million in 2022, then slipped by 22.55% to $3.5 million in 2023, then retreated by 26.93% to $2.5 million in 2024, then sank by 40.6% to $1.5 million in 2025, then sank by 30.76% to $1.0 million in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $1.0 million in Q2 2026, $1.3 million in Q1 2026, and $1.5 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 173.06 Bn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | 42.15 Bn |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | 28.46 Bn |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 342.73 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 35.18 Bn |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 27.15 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 9.40 Bn |
| 10 | Wright Investors Service Holdings | 3.51 Mn | 3.51 Mn | - | 1.05 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.05 Mn |
| Mar 31, 2026 | 1.27 Mn |
| Dec 31, 2025 | 1.51 Mn |
| Sep 30, 2025 | 1.77 Mn |
| Jun 30, 2025 | 2.04 Mn |
| Mar 31, 2025 | 2.32 Mn |
| Dec 31, 2024 | 2.55 Mn |
| Sep 30, 2024 | 2.76 Mn |
| Jun 30, 2024 | 2.99 Mn |
| Mar 31, 2024 | 3.24 Mn |
| Dec 31, 2023 | 3.49 Mn |
| Sep 30, 2023 | 3.74 Mn |
| Jun 30, 2023 | 4.00 Mn |
| Mar 31, 2023 | 4.26 Mn |
| Dec 31, 2022 | 4.50 Mn |
| Sep 30, 2022 | 4.74 Mn |
| Jun 30, 2022 | 5.05 Mn |
| Mar 31, 2022 | 5.38 Mn |
| Dec 31, 2021 | 5.64 Mn |
| Sep 30, 2021 | 5.88 Mn |