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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |