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IWSH · Wright Investors Service Holdings, Inc.

Track IWSH — free
$0.18 At close · Aug 27
Market Cap
$3.71M
Shares
20.62M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$0.18 Open$0.18 Day$0.18–0.18 52W close$0.03–0.24 Avg vol 30d3K Short int150 · 0.0% float · 1.0d Short vol98% DataJan 2020–Aug 2026 Filing10-Q · Aug 14

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 14, 2026

Equibles Rating

blended score · not investment advice
Overall
Strong Sell
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bullish Fundamentals Poor Quant / Vol Very High
Market backdrop VIX 16.3 · calm Equity put/call 0.67
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +2%
above
Price vs 50-day avg −8%
below
RSI (14) 46
neutral
MACD trend Negative
52-week position 71%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −25%
trailing
6-month return −10%
trailing
YTD return 0%
this year
Relative strength −25%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $0 › 200d $0 — 50d above 200d
Institutional flow Flat
No 13F holder data
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.00% of float · ▼ -97.3% MoM · 1.0 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
No 13F holder history
Fundamentals
Poor
Revenue growth −5%
Y/Y
EPS growth −25%
Y/Y
Free cash flow $-1.1M
Quant / Vol
risk profile
Very High
Volatility 700%
annualized · 1-yr
Max drawdown −88%
past year
ATR 18.4%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+2% Bullish
Price vs 50-day avg
−8% Bearish
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
71% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 1 of 6
Trend (MA cross) No cross
50d $0 › 200d $0 — 50d above 200d
Institutional flow Flat
No 13F holder data
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.00% of float · ▼ -97.3% MoM · 1.0 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
No 13F holder history
Price context
position in its 52-week range
Range low $0 Now $0 · 71% Range high $0
vs 200-day avg +2% vs 50-day avg -8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Shell Companies — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IWSH
Wright Investors Service Holdings, Inc.
this stock
$3.71M +0.0% -5.2% 0.0%
CLUS
Cluster Group Holdings Ltd Co
$8.00B
CCXI
Churchill Capital Corp XI
$744.99M 6.0%
DMII
Drugs Made In America Acquisition II Corp.
$646.55M +2.6% 0.2%
EVAC
EQV Ventures Acquisition Corp. II
$601.43M +2.7% 0.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Short & Settlement
Short Interest Falling
Shares short
150
Days to cover
1.0d
Change
-5.5K sh
View
Short Volume
Short vol %
98%
As of
Aug 27, 2026
Short Total
View
Off-Exchange
Off-exchange %
100.0%
Week of
Jul 27, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$5.4M
Net income (FY)
$-1.0M
EPS diluted
$-0.05
View
Buybacks
Authorized
shares 5.0M
Remaining
shares 2.8M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 14, 2026
This year
4
View

Performance

5D 20D 120D MTD YTD
IWSH -25.0% -25.0% -10.0% -25.0% +0.0%
SPY +1.1% +4.0% +14.7% +3.2% +13.1%
vs SPY -26.1% -29.0% -24.7% -28.2% -13.1%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
shares 5.00M
Spent (derived)
shares 2.23M
Remaining
shares 2.77M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1279715 Visit website