Wright Investors Service Holdings IWSH
OTC IWSH
$0.17 +0.00 (+0.00%)
At close: Sep 8, 2026 · 4:00 PM EDT

Wright Investors Service Holdings (IWSH) Tax Rate (2010 - 2021)

Wright Investors Service Holdings' (IWSH) quarterly Tax Rate came in at 0.34% in Q3 2021, down 4076.0% year-over-year from 0.01% in Q3 2020, and up 1.68% quarter-over-quarter from 0.34% in Q2 2021.

Analysis

Wright Investors Service Holdings (IWSH) Tax Rate (2010 - 2021) Analysis & Trends

Wright Investors Service Holdings has disclosed Tax Rate across 12 years of filings, most recently posting 0.34% for Q3 2021.

  • In Q3 2021, Tax Rate fell 4076.0% year-over-year to 0.34%; the TTM figure through Dec 2021 stood at 3.32% (down 240.0% YoY), while the FY2021 annual figure was 0.18%, down 590.0% from the prior year.
  • Tax Rate came in at 0.34% for Q3 2021 at Wright Investors Service Holdings, up from 0.34% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 40.43% in Q3 2020 to a low of 4.41% in Q2 2018.
  • Average Tax Rate over 5 years is 3.14%, with a median of 0.48% recorded in 2018.
  • Year-over-year, Tax Rate jumped 4064 bps in 2020 and plunged 4076 bps in 2021.
  • Over 5 years, Tax Rate stood at 18.22% in 2017, then sank by 101 bps to 0.1% in 2018, then surged by 287 bps to 0.19% in 2019, then jumped by 6850 bps to 12.87% in 2020, then plunged by 103 bps to 0.34% in 2021.
  • Per Business Quant data, the three most recent Tax Rate figures were 0.34% in Q3 2021, 0.34% in Q2 2021, and 12.87% in Q4 2020.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 166.84 Bn 152.97 Bn - 24.90%
2 Spdr Gold Trust 146.01 Bn -412.00 Bn - -
3 Ishares Gold Trust 30.54 Bn -29.57 Bn - -
4 World Gold Trust 29.53 Bn -73.54 Bn - -
5 Principal Financial 24.58 Bn -28.39 Bn 1.91 Bn 13.30%
6 iShares Silver Trust 22.65 Bn -5.56 Bn - -
7 Franklin Resources 17.60 Bn 13.88 Bn - 31.17%
8 Invesco 14.52 Bn 13.60 Bn 1.79 Bn 25.58%
9 Affiliated Managers 9.42 Bn 9.01 Bn - 22.77%
10 Wright Investors Service Holdings 3.51 Mn 3.51 Mn - -
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2021 -0.34%
Jun 30, 2021 -0.34%
Dec 31, 2020 12.87%
Sep 30, 2020 40.43%
Dec 31, 2019 0.19%
Sep 30, 2019 -0.22%
Jun 30, 2019 -2.81%
Mar 31, 2019 -2.29%
Dec 31, 2018 -0.10%
Sep 30, 2018 -0.62%
Jun 30, 2018 -4.41%
Mar 31, 2018 -2.16%
Dec 31, 2017 18.22%
Sep 30, 2017 -1.45%
Jun 30, 2017 -3.74%
Mar 31, 2017 -3.08%
Dec 31, 2016 -6.35%
Sep 30, 2016 -1.27%
Jun 30, 2016 -1.20%
Mar 31, 2016 -3.26%