Wright Investors Service Holdings (IWSH) Return on Assets [ROA] (2011 - 2026)
Wright Investors Service Holdings (IWSH) recorded Return on Assets [ROA] of -98.09% in Q2 2026, down 50.72 percentage points from -47.37% a year earlier and down 16.81 percentage points from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Wright Investors Service Holdings reported Return on Assets [ROA] of -53.44%, down 21.83 percentage points from FY2024.
- Annual Return on Assets [ROA] has declined for five straight years, with a five-year change of -39.39 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at -31.62% in FY2024 (-5.74 pp), -25.88% in FY2023 (-1.55 pp), -24.32% in FY2022 (-5.87 pp) and -18.46% in FY2021 (-4.41 pp).
- The Q2 2026 figure is the lowest quarterly Return on Assets [ROA] in data going back to Q3 2011.
- On a year-over-year basis, Return on Assets [ROA] has declined for eight consecutive quarters, with an average year-over-year change of -23.48 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 0.33 percentage points in Q2 2024, against a drop of 50.72 percentage points in Q2 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at -81.28% (Q1 2026), -67.66% (Q4 2025) and -55.94% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.92 Bn | 121.05 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 136.71 Bn | -421.29 Bn | - | 16.25% |
| 3 | Blackstone | 88.22 Bn | 78.20 Bn | - | 13.90% |
| 4 | Brookfield | 83.92 Bn | -99.40 Bn | - | 0.71% |
| 5 | Kkr | 79.85 Bn | -3.72 Mn | - | 1.33% |
| 6 | Brookfield Asset Management | 73.42 Bn | 68.22 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.92 Bn | -16.87 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 59.50 Bn | 54.92 Bn | 687.86 Mn | 18.53% |
| 9 | Franco Nevada | 46.38 Bn | 43.74 Bn | 451.00 Mn | 16.68% |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - | -98.09% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -98.09% |
| Mar 31, 2026 | -81.28% |
| Dec 31, 2025 | -67.66% |
| Sep 30, 2025 | -55.94% |
| Jun 30, 2025 | -47.37% |
| Mar 31, 2025 | -41.33% |
| Dec 31, 2024 | -36.11% |
| Sep 30, 2024 | -32.42% |
| Jun 30, 2024 | -28.79% |
| Mar 31, 2024 | -28.09% |
| Dec 31, 2023 | -28.85% |
| Sep 30, 2023 | -29.41% |
| Jun 30, 2023 | -29.11% |
| Mar 31, 2023 | -28.32% |
| Dec 31, 2022 | -26.81% |
| Sep 30, 2022 | -24.84% |
| Jun 30, 2022 | -24.04% |
| Mar 31, 2022 | -22.01% |
| Dec 31, 2021 | -19.82% |
| Sep 30, 2021 | -19.42% |
API Access
Wright Investors Service Holdings Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();