Wright Investors Service Holdings (IWSH) Cash & Current Investments (2010 - 2026)
Wright Investors Service Holdings' Cash & Current Investments came in at $918,000 for Q2 2026, down 50.6% from $1.86 million a year earlier and down 15.7% from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Cash & Current Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Wright Investors Service Holdings' Cash & Current Investments was $1.3 million, down 44.8% from FY2024.
- Cash & Current Investments has declined in each of the last six years, with a five-year compound annual growth rate of -27.5% (FY2020 to FY2025).
- Going back by year, Cash & Current Investments was $2.35 million in FY2024 (-28.0%), $3.27 million in FY2023 (-22.5%), $4.22 million in FY2022 (-21.8%) and $5.4 million in FY2021 (-16.6%).
- The Q2 2026 figure represents the lowest quarterly Cash & Current Investments since Q1 2019.
- Year-over-year, Cash & Current Investments has declined for 23 consecutive quarters, with an average decline of 37.7% over the last eight quarters.
- Over the past five years, the year-over-year decline in Cash & Current Investments ranged from 16.3% (Q3 2021) to 50.6% (Q2 2026).
- Business Quant data shows IWSH's Cash & Current Investments at $1.09 million (Q1 2026), $1.3 million (Q4 2025) and $1.62 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.27 Bn | 119.63 Bn | - | 13.87 Bn |
| 2 | Spdr Gold Trust | 129.05 Bn | -428.96 Bn | - | 130.10 Bn |
| 3 | Blackstone | 88.78 Bn | 83.71 Bn | - | 2.51 Bn |
| 4 | Brookfield | 85.33 Bn | -97.75 Bn | - | 47.40 Bn |
| 5 | Kkr | 82.00 Bn | 48.48 Bn | - | 21.08 Bn |
| 6 | Brookfield Asset Management | 75.12 Bn | 71.37 Bn | - | 1.50 Bn |
| 7 | Apollo Global Management | 64.96 Bn | 2.65 Bn | 10.56 Bn | 26.82 Bn |
| 8 | Wheaton Precious Metals | 54.88 Bn | 50.30 Bn | 687.86 Mn | 100.19 Mn |
| 9 | Franco Nevada | 44.09 Bn | 41.46 Bn | 451.00 Mn | 1.01 Bn |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - | 918,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 918,000.00 |
| Mar 31, 2026 | 1.09 Mn |
| Dec 31, 2025 | 1.30 Mn |
| Sep 30, 2025 | 1.62 Mn |
| Jun 30, 2025 | 1.86 Mn |
| Mar 31, 2025 | 2.12 Mn |
| Dec 31, 2024 | 2.35 Mn |
| Sep 30, 2024 | 2.62 Mn |
| Jun 30, 2024 | 2.84 Mn |
| Mar 31, 2024 | 3.04 Mn |
| Dec 31, 2023 | 3.27 Mn |
| Sep 30, 2023 | 3.56 Mn |
| Jun 30, 2023 | 3.82 Mn |
| Mar 31, 2023 | 3.97 Mn |
| Dec 31, 2022 | 4.22 Mn |
| Sep 30, 2022 | 4.49 Mn |
| Jun 30, 2022 | 4.77 Mn |
| Mar 31, 2022 | 5.10 Mn |
| Dec 31, 2021 | 5.40 Mn |
| Sep 30, 2021 | 5.63 Mn |
API Access
Wright Investors Service Holdings Cash & Current Investments 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=cash-and-current-investments&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "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=cash-and-current-investments&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();