Wright Investors Service Holdings (IWSH) Liabilities and Shareholders Equity (2010 - 2026)
Wright Investors Service Holdings' Liabilities and Shareholders Equity came in at $950,000 for 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) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends
At the end of FY2025, Wright Investors Service Holdings' Liabilities and Shareholders Equity was $1.39 million, down 43.3% from FY2024.
- Liabilities and Shareholders Equity has declined in each of the last 13 years, with a five-year compound annual growth rate of -26.8% (FY2020 to FY2025).
- Going back by year, Liabilities and Shareholders Equity was $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 represents the lowest quarterly Liabilities and Shareholders Equity since Q1 2012.
- Year-over-year, Liabilities and Shareholders Equity has declined for 39 consecutive quarters, with an average decline of 37.1% over the last eight quarters.
- Across the past five years, year-over-year decline in Liabilities and Shareholders Equity ran from 15.9% in Q3 2021 to 50.1% in Q2 2026.
- Business Quant data shows IWSH's Liabilities and Shareholders Equity at $1.15 million (Q1 2026), $1.39 million (Q4 2025) and $1.64 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.19 Bn | 124.32 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 137.10 Bn | -420.90 Bn | - | 130.10 Bn |
| 3 | Blackstone | 87.94 Bn | 77.92 Bn | - | 49.89 Bn |
| 4 | Brookfield | 84.29 Bn | -99.03 Bn | - | 525.52 Bn |
| 5 | Kkr | 80.45 Bn | 600.79 Mn | - | 414.46 Bn |
| 6 | Brookfield Asset Management | 73.60 Bn | 68.41 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 66.12 Bn | -16.68 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 59.86 Bn | 55.29 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 46.95 Bn | 44.31 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 Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();