Wright Investors’ Service Holdings, Inc. balance sheet IWSH

As of Jun 30, 2026, Wright Investors’ Service Holdings, Inc. had total assets of $950,000 and total liabilities of $147,000. Total assets were down 50.1% from a year earlier. Stockholders' equity was $803,000. Cash and investments were $918,000. The current ratio, current assets divided by current liabilities, was 6.41.

USD in millions, except ratios and per-share amounts. The percent under a figure is the change from the same quarter a year earlier.

Line
Q2 FY2026
Jun 30, 2026
Q1 FY2026
Mar 31, 2026
Q4 FY2025
Dec 31, 2025
Q3 FY2025
Sep 30, 2025
Q2 FY2025
Jun 30, 2025
Q1 FY2025
Mar 31, 2025
Q4 FY2024
Dec 31, 2024
Q3 FY2024
Sep 30, 2024
Assets
Cash
0
-87.8%
0
-98.1%
0
-97.7%
0
-91.0%
0
-83.1%
1
-73.0%
1
+1052.0%
2
+756.2%
Short-term investments
1
-40.6%
1
-25.8%
1
+38.6%
1
+34.6%
1
+190.5%
1
+163.6%
1
-70.9%
1
-67.6%
Cash and investments
1
-50.6%
1
-48.7%
1
-44.8%
2
-38.4%
2
-34.5%
2
-30.2%
2
-28.0%
3
-26.4%
Total current assets
1
-50.3%
1
-47.7%
1
-43.5%
2
-38.2%
2
-34.0%
2
-29.9%
2
-27.6%
3
-26.4%
Total assets
1
-50.1%
1
-47.6%
1
-43.3%
2
-38.1%
2
-33.9%
2
-29.8%
2
-27.5%
3
-26.4%
Liabilities and equity
Total current liabilities
0
+107.0%
0
-9.1%
0
-31.3%
0
-14.7%
0
-9.0%
0
+37.5%
0
+38.6%
0
-3.8%
Total liabilities
0
+107.0%
0
-9.1%
0
-31.3%
0
-14.7%
0
-9.0%
0
+37.5%
0
+38.6%
0
-3.8%
Stockholders' equity
1
-56.1%
1
-49.6%
1
-43.9%
2
-38.8%
2
-34.6%
2
-31.6%
2
-29.2%
3
-26.9%
Ratios
Current ratio
6.41x
11.38x
17.44x
25.52x
26.68x
19.79x
21.20x
35.23x
Return on equity
-128.02%
-98.37%
-78.35%
-62.84%
-52.87%
-46.12%
-39.47%
-34.80%
Return on assets
-108.21%
-89.79%
-73.88%
-60.39%
-50.89%
-43.80%
-37.61%
-33.81%
Book value per share
0.04
0.05
0.06
0.08
0.09
0.10
0.11
0.12
How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions, except ratios and per-share amounts. Cash and investments adds short-term and long-term marketable securities to cash. Debt due within a year is the borrowings that are not already in long-term debt. Total debt is those borrowings plus lease liabilities. Net cash is cash and investments minus total debt. Return on equity and return on assets divide the trailing twelve months of net income by the balance on that date. Debt to EBITDA uses the trailing twelve months of EBITDA. More on our methodology.

Company profile

Industry
Investment Advice (SIC 6282)
Listed as
IWSH (OTC)
Fiscal year ends
December 31
Incorporated in
DE
Headquarters
Mt Kisco, NY
SEC filer status
Non-accelerated filer, Smaller reporting company
SEC CIK
1279715
Former names
NATIONAL PATENT DEVELOPMENT CORP (until Jan 31, 2013)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.