Wright Investors Service Holdings (IWSH) Short-term Investments (2012 - 2026)
Wright Investors Service Holdings' Short-term Investments came in at $870,000 for Q2 2026, down 40.6% from $1.46 million a year earlier and down 19.1% from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Short-term Investments (2012 - 2026) Analysis & Trends
At the end of FY2025, Wright Investors Service Holdings' Short-term Investments was $1.27 million, up 38.6% from FY2024.
- Short-term Investments carries a three-year compound annual growth rate of -32.6% (FY2022 to FY2025).
- Going back by year, Short-term Investments was $914,000 in FY2024 (-70.9%), $3.14 million in FY2023 (-23.9%) and $4.13 million in FY2022.
- The Q2 2026 figure represents the lowest quarterly Short-term Investments since Q2 2024.
- Year-over-year, Short-term Investments increased in four of the last eight quarters, with growth averaging 27.8%.
- The fastest year-over-year change in Short-term Investments over five years came in Q2 2025 (growth of 190.5%), and the weakest in Q2 2024 (a decline of 86.0%).
- Business Quant data shows IWSH's Short-term Investments at $1.08 million (Q1 2026), $1.27 million (Q4 2025) and $1.48 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 175.01 Bn | 121.14 Bn | - |
| 2 | Spdr Gold Trust | 132.74 Bn | -425.26 Bn | - |
| 3 | Blackstone | 93.55 Bn | 83.53 Bn | - |
| 4 | Brookfield | 85.02 Bn | -98.29 Bn | - |
| 5 | Kkr | 82.57 Bn | 2.72 Bn | - |
| 6 | Brookfield Asset Management | 75.39 Bn | 70.20 Bn | - |
| 7 | Apollo Global Management | 67.25 Bn | -15.54 Bn | 10.56 Bn |
| 8 | Wheaton Precious Metals | 54.86 Bn | 50.28 Bn | 687.86 Mn |
| 9 | Ameriprise Financial | 45.21 Bn | 6.63 Bn | 4.72 Bn |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 870,000.00 |
| Mar 31, 2026 | 1.08 Mn |
| Dec 31, 2025 | 1.27 Mn |
| Sep 30, 2025 | 1.48 Mn |
| Jun 30, 2025 | 1.46 Mn |
| Mar 31, 2025 | 1.45 Mn |
| Dec 31, 2024 | 914,000.00 |
| Sep 30, 2024 | 1.10 Mn |
| Jun 30, 2024 | 504,000.00 |
| Mar 31, 2024 | 550,000.00 |
| Dec 31, 2023 | 3.14 Mn |
| Sep 30, 2023 | 3.38 Mn |
| Jun 30, 2023 | 3.61 Mn |
| Mar 31, 2023 | 3.87 Mn |
| Dec 31, 2022 | 4.13 Mn |
| Sep 30, 2022 | 2.42 Mn |
| Dec 31, 2015 | 157,000.00 |
| Dec 31, 2014 | 154,000.00 |
| Jun 30, 2014 | 144,000.00 |
| Mar 31, 2014 | 136,000.00 |
API Access
Wright Investors Service Holdings Short-term 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=short-term-investments&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-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=short-term-investments&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();