WRIGHT INVESTORS SERVICE INC

Q3 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$362,895
Net value change ($000)
-2,866 (-0.8%)
New positions
21
Sold out positions
23
Turnover %
11.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 9,459 68.5%
AAPL 5,529 32.4%
EXXONMOBIL HOLDINGS CORP 5,449 NEW
NVDA 4,526 25.2%
META 2,578 27.3%
INTC 1,760 NEW
CRM 1,713 281.3%
AMZN 1,504 12.0%
WEC 1,491 NEW
GOOGL 1,376 10.6%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -6,170 -53.1%
XOM -5,024 -100.0%
CAT -4,401 -52.3%
NRG -2,145 -56.2%
NEE -1,936 -55.5%
FLEX -1,616 -100.0%
AVGO -1,583 -14.2%
USFD -1,573 -100.0%
WDC -1,525 -100.0%
NTAP -1,509 -48.8%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type