Wright Investors Service Holdings (IWSH) Cash & Equivalents (2010 - 2026)
Wright Investors Service Holdings (IWSH) reported Cash & Equivalents of $48,000 for Q2 2026, down 87.8% from $394,000 a year earlier but up 269.2% from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Cash & Equivalents (2010 - 2026) Analysis & Trends
At the end of FY2025, Wright Investors Service Holdings posted Cash & Equivalents of $33,000, down 97.7% from FY2024.
- Cash & Equivalents has a five-year compound annual growth rate of -65.2% (FY2020 to FY2025).
- By year, Cash & Equivalents came in at $1.44 million in FY2024, $125,000 in FY2023 (+38.9%), $90,000 in FY2022 (-98.3%) and $5.4 million in FY2021 (-16.6%).
- Five-year quarterly Cash & Equivalents spans a low of $13,000 in Q1 2026 and a high of $5.63 million in Q3 2021.
- Year over year, Cash & Equivalents has now declined in each of the last six quarters, with growth averaging 32.2% over the last seven quarters.
- The high point for year-over-year Cash & Equivalents in five years was Q3 2024 (growth of 756.2%); the low point was Q4 2022 (a decline of 98.3%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $13,000 (Q1 2026), $33,000 (Q4 2025) and $137,000 (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Equiv. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.92 Bn | 121.05 Bn | - | 10.49 Bn |
| 2 | Spdr Gold Trust | 136.71 Bn | -421.29 Bn | - | - |
| 3 | Blackstone | 88.22 Bn | 78.20 Bn | - | 2.51 Bn |
| 4 | Brookfield | 83.92 Bn | -99.40 Bn | - | 14.89 Bn |
| 5 | Kkr | 79.85 Bn | -3.72 Mn | - | 21.08 Bn |
| 6 | Brookfield Asset Management | 73.42 Bn | 68.22 Bn | - | 1.50 Bn |
| 7 | Apollo Global Management | 65.92 Bn | -16.87 Bn | 10.56 Bn | 26.82 Bn |
| 8 | Wheaton Precious Metals | 59.50 Bn | 54.92 Bn | 687.86 Mn | 100.19 Mn |
| 9 | Franco Nevada | 46.38 Bn | 43.74 Bn | 451.00 Mn | 1.01 Bn |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - | 48,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 48,000.00 |
| Mar 31, 2026 | 13,000.00 |
| Dec 31, 2025 | 33,000.00 |
| Sep 30, 2025 | 137,000.00 |
| Jun 30, 2025 | 394,000.00 |
| Mar 31, 2025 | 671,000.00 |
| Dec 31, 2024 | 1.44 Mn |
| Sep 30, 2024 | 1.52 Mn |
| Jun 30, 2024 | 2.33 Mn |
| Mar 31, 2024 | 2.49 Mn |
| Dec 31, 2023 | 125,000.00 |
| Sep 30, 2023 | 178,000.00 |
| Jun 30, 2023 | 210,000.00 |
| Mar 31, 2023 | 103,000.00 |
| Dec 31, 2022 | 90,000.00 |
| Sep 30, 2022 | 2.07 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 & Equivalents 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-equivalents&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-equivalents", "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-equivalents&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();