WRIGHT INVESTORS SERVICE INC

All 13F Filings

Location
Shelton, CT
Most recent 13F
Q2 2026
Holdings value ($000)
365,761
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 148 365,761 13F-HR WRIGHT INVESTORS SERVICE INC
Q1 2026 4/29/2026 148 317,712 13F-HR WRIGHT INVESTORS SERVICE INC
Q4 2025 1/26/2026 147 333,099 13F-HR WRIGHT INVESTORS SERVICE INC
Q3 2025 10/28/2025 146 345,377 13F-HR WRIGHT INVESTORS SERVICE INC
Q2 2025 7/11/2025 141 331,292 13F-HR WRIGHT INVESTORS SERVICE INC
Q2 2014 7/22/2014 215 221,226 13F-HR WRIGHT INVESTORS SERVICE INC
Q1 2014 4/24/2014 213 222,563 13F-HR WRIGHT INVESTORS SERVICE INC
Q4 2013 1/28/2014 217 226,833 13F-HR WRIGHT INVESTORS SERVICE INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 365.1 K 99.8% 47.37 K 0 47.37 K
ETFs 678 0.2% 678 0 678
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
365,761
Holdings
148
QoQ value change ($000)
48,049 (15.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.