Wright Investors Service Holdings (IWSH) Return on Equity [ROE] (2011 - 2026)
Wright Investors Service Holdings' Return on Equity [ROE] came in at -111.20% for Q2 2026, down 61.63 percentage points from -49.56% a year earlier and down 23.73 percentage points from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Wright Investors Service Holdings' Return on Equity [ROE] was -56.29%, down 23.57 percentage points from FY2024.
- Return on Equity [ROE] has declined in each of the last five years, with a five-year change of -41.91 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was -32.73% in FY2024 (-6.19 pp), -26.54% in FY2023 (-1.71 pp), -24.84% in FY2022 (-6.02 pp) and -18.82% in FY2021 (-4.43 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Equity [ROE] in data going back to Q3 2011.
- Year-over-year, Return on Equity [ROE] has declined for eight consecutive quarters, with an average year-over-year change of -26.21 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q2 2024 (a gain of 0.43 percentage points), and the weakest in Q2 2026 (a drop of 61.63 percentage points).
- Business Quant data shows IWSH's Return on Equity [ROE] at -87.46% (Q1 2026), -71.01% (Q4 2025) and -58.16% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.19 Bn | 124.32 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 137.10 Bn | -420.90 Bn | - | 16.25% |
| 3 | Blackstone | 87.94 Bn | 77.92 Bn | - | 33.23% |
| 4 | Brookfield | 84.29 Bn | -99.03 Bn | - | 4.27% |
| 5 | Kkr | 80.45 Bn | 600.79 Mn | - | 7.09% |
| 6 | Brookfield Asset Management | 73.60 Bn | 68.41 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.12 Bn | -16.68 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 59.86 Bn | 55.29 Bn | 687.86 Mn | 21.54% |
| 9 | Franco Nevada | 46.95 Bn | 44.31 Bn | 451.00 Mn | 18.08% |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - | -111.20% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -111.20% |
| Mar 31, 2026 | -87.46% |
| Dec 31, 2025 | -71.01% |
| Sep 30, 2025 | -58.16% |
| Jun 30, 2025 | -49.56% |
| Mar 31, 2025 | -43.44% |
| Dec 31, 2024 | -37.51% |
| Sep 30, 2024 | -33.35% |
| Jun 30, 2024 | -29.57% |
| Mar 31, 2024 | -28.82% |
| Dec 31, 2023 | -29.53% |
| Sep 30, 2023 | -30.23% |
| Jun 30, 2023 | -30.00% |
| Mar 31, 2023 | -29.09% |
| Dec 31, 2022 | -27.32% |
| Sep 30, 2022 | -25.23% |
| Jun 30, 2022 | -24.47% |
| Mar 31, 2022 | -22.39% |
| Dec 31, 2021 | -20.12% |
| Sep 30, 2021 | -19.64% |
API Access
Wright Investors Service Holdings Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();