WRIGHT INVESTORS SERVICE INC

Q4 2025 13F-HR Holdings

Location
Shelton, CT
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$333,099
Net value change ($000)
-12,278 (-3.6%)
New positions
13
Sold out positions
12
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHW 3,724 156.6%
WMT 2,778 NEW
BMY 1,947 52.7%
LLY 1,857 165.2%
GOOGL 1,499 29.3%
PFE 1,400 243.9%
GOOGL 1,288 10.6%
AMAT 885 25.1%
APH 823 NEW
G 743 189.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,486 -17.1%
MSFT -3,250 -16.8%
ADBE -3,022 -86.4%
ANET -2,453 -57.1%
META -2,411 -18.3%
HWM -2,264 -100.0%
T -2,027 -64.2%
AMZN -1,916 -13.5%
NFLX -1,740 -49.3%
ORCL -1,517 -34.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type