IWSHOTCInvestment AdviceFiscal year ends December 31
Wright Investors Service Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.11+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $2.27M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Dec 31, 2022, from 13F filings
Held by institutions
0.0%
0M of 21M shares
Institutional holders
0
0 new, 1 sold out
Net institutional buying
-0M
In Q4 2022
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q3 2022 | 1 | 0M | 2.3% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q2 2022 | 1 | 1M | 2.9% | 1 / 0 | 0 / 0 | 1M | 0M |
| Q1 2022 | 1 | 1M | 2.9% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2021 | 1 | 1M | 2.9% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2021 | 1 | 1M | 2.9% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2021 | 1 | 1M | 2.9% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2021 | 1 | 1M | 2.9% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q4 2020 | 1 | 1M | 3.7% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q3 2020 | 1 | 1M | 4.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2020 | 1 | 1M | 4.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2020 | 1 | 1M | 4.0% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IWSH | Value | % of fund | As of |
|---|---|---|---|---|---|
| The Gabelli Small Cap Growth Fund | 130,000 | 0.63% | $31.20K | 0.00% | Jun 30, 2026 |
| TETON Westwood Mighty Mites Fund | 65,000 | 0.32% | $15.60K | 0.01% | Jun 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dort A. Cameron Iii Director | Mar 9, 2023 | Award | +62,500 | $0.16 | $10.00K | 833,109 |
| Dort A. Cameron Iii Director | Mar 9, 2023 | Award | +40,000 | $0.25 | $10.00K | 730,609 |
| Dort A. Cameron Iii Director | Mar 9, 2023 | Award | +40,000 | $0.25 | $10.00K | 770,609 |
| Lawrence G. Schafran Director | Mar 9, 2023 | Award | +62,500 | $0.16 | $10.00K | 822,810 |
| Lawrence G. Schafran Director | Mar 9, 2023 | Award | +40,000 | $0.25 | $10.00K | 720,310 |
| Lawrence G. Schafran Director | Mar 9, 2023 | Award | +40,000 | $0.25 | $10.00K | 760,310 |
| William H. Miller III 10% owner | Dec 28, 2022 | Buy | +6,500 | $0.10 | $650 | 3,509,838 |
| William H. Miller III 10% owner | Dec 23, 2022 | Buy | +10,000 | $0.10 | $1.00K | 3,509,838 |
| William H. Miller III 10% owner | Dec 21, 2022 | Buy | +35,000 | $0.12 | $4.20K | 3,509,838 |
| William H. Miller III 10% owner | Dec 20, 2022 | Buy | +5,000 | $0.16 | $800 | 3,509,838 |
| Lawrence G. Schafran Director | Apr 28, 2022 | Award | +34,483 | $0.29 | $10.00K | 680,310 |
| Lawrence G. Schafran Director | Apr 28, 2022 | Award | +40,000 | $0.25 | $10.00K | 611,344 |
| Lawrence G. Schafran Director | Apr 28, 2022 | Award | +34,483 | $0.29 | $10.00K | 645,827 |
| Dort A. Cameron Iii Director | Apr 28, 2022 | Award | +34,483 | $0.29 | $10.00K | 690,609 |
| Dort A. Cameron Iii Director | Apr 28, 2022 | Award | +40,000 | $0.25 | $10.00K | 621,643 |
| Dort A. Cameron Iii Director | Apr 28, 2022 | Award | +34,483 | $0.29 | $10.00K | 656,126 |
| Dort A. Cameron Iii Director | Jul 13, 2021 | Award | +50,000 | $0.20 | $10.00K | 581,643 |
| Dort A. Cameron Iii Director | Jul 13, 2021 | Award | +38,462 | $0.26 | $10.00K | 531,643 |
| Dort A. Cameron Iii Director | Jul 13, 2021 | Award | +28,571 | $0.35 | $10.00K | 493,181 |
| Dort A. Cameron Iii Director | Jul 13, 2021 | Award | +21,277 | $0.47 | $10.00K | 464,610 |
| Dort A. Cameron Iii Director | Jul 13, 2021 | Award | +23,256 | $0.43 | $10.00K | 443,333 |
| Dort A. Cameron Iii Director | Jul 13, 2021 | Award | +23,810 | $0.42 | $10.00K | 420,077 |
| Lawrence G. Schafran Director | Jul 13, 2021 | Award | +23,810 | $0.42 | $10.00K | 409,778 |
| Lawrence G. Schafran Director | Jul 13, 2021 | Award | +50,000 | $0.20 | $10.00K | 571,334 |
| Lawrence G. Schafran Director | Jul 13, 2021 | Award | +38,462 | $0.26 | $10.00K | 521,334 |
| Lawrence G. Schafran Director | Jul 13, 2021 | Award | +28,571 | $0.35 | $10.00K | 482,882 |
| Lawrence G. Schafran Director | Jul 13, 2021 | Award | +21,277 | $0.47 | $10.00K | 454,311 |
| Lawrence G. Schafran Director | Jul 13, 2021 | Award | +23,256 | $0.43 | $10.00K | 433,034 |
| William H. Miller III 10% owner | Dec 30, 2020 | Buy | +582,938 | $0.20 | $116.59K | 3,453,338 |
| Harvey P. Eisen President and CEO, Director | Dec 30, 2020 | Buy | +582,500 | $0.20 | $116.50K | 1,023,652 |
| Lawrence G. Schafran Director | Oct 8, 2019 | Award | +22,728 | $0.44 | $10.00K | 385,968 |
| Lawrence G. Schafran Director | Oct 8, 2019 | Award | +25,000 | $0.40 | $10.00K | 363,240 |
| Dort A. Cameron Iii Director | Oct 8, 2019 | Award | +22,728 | $0.44 | $10.00K | 396,267 |
| Dort A. Cameron Iii Director | Oct 8, 2019 | Award | +25,000 | $0.40 | $10.00K | 373,539 |
| Harvey P. Eisen President and CEO, Director | Aug 30, 2019 | Buy | +441,152 | $0.42 | $185.28K | 441,152 |
| Dort A. Cameron Iii Director | Aug 30, 2019 | Buy | +200,000 | $0.42 | $84.00K | 348,539 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −863,940 | $0.42 | $362.85K | 0 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −105,000 | $0.42 | $44.10K | 0 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −20,000 | $0.42 | $8.40K | 0 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −50,000 | $0.42 | $21.00K | 0 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −683,090 | $0.42 | $286.90K | 0 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −105,000 | $0.42 | $44.10K | 0 |
| Eugene Vlad Robin – | Aug 30, 2019 | Sale | −814,122 | $0.42 | $341.93K | 0 |
| Jeffrey Bronchick 10% owner | Jul 29, 2019 | Buy | +557,731 | $0.41 | $228.67K | 863,940 |
| Cove Street Capital, LLC 10% owner | Jul 23, 2019 | Buy | +2,542 | $0.41 | $1.04K | 306,209 |
| Cove Street Capital, LLC 10% owner | Jul 12, 2019 | Buy | +40,280 | $0.40 | $16.11K | 303,667 |
| Lawrence G. Schafran Director | Apr 15, 2019 | Award | +22,223 | $0.45 | $10.00K | 338,240 |
| Lawrence G. Schafran Director | Apr 15, 2019 | Award | +26,316 | $0.38 | $10.00K | 316,017 |
| Dort A. Cameron Iii Director | Apr 15, 2019 | Award | +26,316 | $0.38 | $10.00K | 126,316 |
| Dort A. Cameron Iii Director | Apr 15, 2019 | Award | +22,223 | $0.45 | $10.00K | 148,539 |
| Dort A. Cameron Iii Director | Feb 13, 2019 | Award | +100,000 | – | – | 100,000 |
| Lawrence G. Schafran Director | Oct 22, 2018 | Award | +25,000 | $0.40 | $10.00K | 289,701 |
| Richard C. Pfenniger Jr Director | Oct 22, 2018 | Award | +20,313 | $0.40 | $8.13K | 458,971 |
| Richard C. Pfenniger Jr Director | Jul 30, 2018 | Award | +18,818 | $0.41 | $7.72K | 438,658 |
| Richard C. Pfenniger Jr Director | Jul 30, 2018 | Award | +17,664 | $0.46 | $8.13K | 419,840 |
| Lawrence G. Schafran Director | Jul 30, 2018 | Award | +21,740 | $0.46 | $10.00K | 240,310 |
| Lawrence G. Schafran Director | Jul 30, 2018 | Award | +24,391 | $0.41 | $10.00K | 264,701 |
| Marshall S. Geller Director | Jul 30, 2018 | Award | +22,866 | $0.41 | $9.38K | 683,090 |
| Marshall S. Geller Director | Jul 30, 2018 | Award | +20,381 | $0.46 | $9.38K | 660,224 |
| Marshall S. Geller Director | Feb 12, 2018 | Award | +26,042 | $0.36 | $9.38K | 621,814 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.