IWSH on OTC
Wright Investors Service Holdings, Inc.
Wright Investors Service Holdings, Inc. is an American investment advice company based in Mt Kisco, listed on OTC (IWSH).1
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Last updated Oct 20, 2026.
Overview
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- TickerIWSH on OTC1
- IndustryInvestment Advice1
- HeadquartersMt Kisco, New York1
- Incorporated inDE2
- Business address118 North Bedford Road, Suite 100, Mt Kisco, Ny 105492
- Filer categoryNon-accelerated filer, Smaller reporting company2
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Company’s common stock is quoted on the OTC Markets Group Inc. (OTC Pink Sheets) and is traded under the symbol “iWSH”.4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Financial statements
Every line of the income statement as filed: the last 2 fiscal years, latest first.10
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Compensation and benefits | $462.0K | $452.0K |
| Other operating | $634.0K | $627.0K |
| Total operating expenses | $1.1M | $1.1M |
| Loss from operations | -$1.1M | -$1.1M |
| Interest and other income, net | $72.0K | $159.0K |
| Net loss | -$1.0M | -$920.0K |
| Basic weighted average common shares outstanding (in Shares) | 20.6M shares | 20.6M shares |
| Diluted weighted average common shares outstanding (in Shares) | 20.6M shares | 20.6M shares |
| Basic loss per share (in Dollars per share) | -$0.05 | -$0.04 |
| Diluted loss per share (in Dollars per share) | -$0.05 | -$0.04 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.10
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $33.0K | $1.4M | |
| Investments | $1.3M | $914.0K | |
| Prepaid expenses and other current assets | $78.0K | $84.0K | |
| Total current assets | $1.4M | $2.4M | |
| Other assets | $8.0K | $8.0K | |
| Total assets | $1.4M | $2.4M | |
| Accounts payable and accrued expenses | $79.0K | $115.0K | |
| Total current liabilities | $79.0K | $115.0K | |
| Total liabilities | $79.0K | $115.0K | |
| Common stock, par value $0.01 per share, authorized 30,000,000 shares; issued 21,628,680 as of December 31, 2025 and 2024; outstanding 20,620,711 as of December 31, 2025 and 2024. | $216.0K | $216.0K | |
| Additional paid-in capital | $34.4M | $34.4M | |
| Accumulated deficit | -$31.6M | -$30.5M | |
| Treasury stock, at cost (1,007,969 shares at December 31, 2025 and 2024) | -$1.7M | -$1.7M | |
| Total stockholders' equity | $1.3M | $2.3M | $3.3M |
| Total liabilities and stockholders equity | $1.4M | $2.4M | |
| Preferred stock, par value (in Dollars per share) | $0.01 | $0.01 | |
| Preferred stock, shares authorized | 10.0M shares | 10.0M shares | |
| Common stock, par value (in Dollars per share) | $0.01 | $0.01 | |
| Common stock, shares authorized | 30.0M shares | 30.0M shares | |
| Common stock, shares Issued | 21.6M shares | 21.6M shares | |
| Common stock, shares outstanding | 20.6M shares | 20.6M shares | |
| Treasury stock, shares | 1.0M shares | 1.0M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $33.0K | $1.4M | |
| Investments | $1.3M | $914.0K | |
| Prepaid expenses and other current assets | $78.0K | $84.0K | |
| Total current assets | $1.4M | $2.4M | |
| Other assets | $8.0K | $8.0K | |
| Total assets | $1.4M | $2.4M | |
| Accounts payable and accrued expenses | $79.0K | $115.0K | |
| Total current liabilities | $79.0K | $115.0K | |
| Total liabilities | $79.0K | $115.0K | |
| Common stock, par value $0.01 per share, authorized 30,000,000 shares; issued 21,628,680 as of December 31, 2025 and 2024; outstanding 20,620,711 as of December 31, 2025 and 2024. | $216.0K | $216.0K | |
| Additional paid-in capital | $34.4M | $34.4M | |
| Accumulated deficit | -$31.6M | -$30.5M | |
| Treasury stock, at cost (1,007,969 shares at December 31, 2025 and 2024) | -$1.7M | -$1.7M | |
| Total stockholders' equity | $1.3M | $2.3M | $3.3M |
| Total liabilities and stockholders equity | $1.4M | $2.4M | |
| Preferred stock, par value (in Dollars per share) | $0.01 | $0.01 | |
| Preferred stock, shares authorized | 10.0M shares | 10.0M shares | |
| Common stock, par value (in Dollars per share) | $0.01 | $0.01 | |
| Common stock, shares authorized | 30.0M shares | 30.0M shares | |
| Common stock, shares Issued | 21.6M shares | 21.6M shares | |
| Common stock, shares outstanding | 20.6M shares | 20.6M shares | |
| Treasury stock, shares | 1.0M shares | 1.0M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 2 fiscal years, latest first.10
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Net loss | -$1.0M | -$920.0K |
| Realized gain on investments | -$63.0K | |
| Prepaid expenses and other current assets | $6.0K | $13.0K |
| Accounts payable and accrued expenses | -$36.0K | $32.0K |
| Net cash used in operating activities | -$1.1M | -$938.0K |
| Proceeds from redemptions of investments | $248.0K | $4.3M |
| Purchase of investments | -$601.0K | -$2.0M |
| Net cash (used in) provided by investing activities | -$353.0K | $2.3M |
| Net (decrease) increase in cash and cash equivalents | -$1.4M | $1.3M |
| Unrealized loss on available for sale securities | -$40.0K |
No quarter-by-quarter statement was filed.
Compare Wright Investors Service Holdings, Inc. with another company
Corporate structure
Wright Investors Service Holdings, Inc. sits at the top of its group. 3 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
- Wright Investors Service Holdings, Inc. Mt Kisco, New York
- Chestnut Hill Reservoir Company Subsidiary · Connecticut, United States
- NPDV Resources, Inc. Subsidiary · Delaware, United States
Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Wright Investors Service Holdings, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $33.0K10 Dec 31, 2025 | $1.4M10 Dec 31, 2024 | −97.7% |
| Marketable securities, current | $1.3M10 Dec 31, 2025 | $914.0K10 Dec 31, 2024 | +38.6% |
| Equity securities at fair value | $1.3M10 Dec 31, 2025 | $914.0K10 Dec 31, 2024 | +38.6% |
Properties, in its own words
The Company leases office space on a month to month basis for $4,200 per month in Mount Kisco, NY.
Item 2 of the 10-K filed Mar 30, 2026.4
Leadership
Who has led Wright Investors Service Holdings, Inc., and when. Pick a name to see everywhere that person has worked.
President
Chief financial officer
Chief operating officer
- Chief executive officerAmit S. Khandwala Dec 21, 2015 to Mar 8, 201613
- Chief executive officerPeter M. Donovan Dec 21, 2012 to Dec 21, 201214
- Chief executive officerHarvey P. Eisen Oct 3, 2007 to Dec 31, 202015
- PresidentHarvey P. Eisen Dec 21, 2007 to Dec 31, 202016
- Chief financial officerScott N. Greenberg Mar 5, 2007 to Apr 23, 200717
- Chief operating officerThomas J. Hayes Feb 28, 2011 to Feb 28, 201118
Board members and other officers (16)
- COB, The Winthrop Corp.Peter M. Donovan Mar 8, 2016 to Mar 8, 201619
- V.P, Finance, Sec. & TreasurerIra J. Sobotko Aug 1, 2007 to Aug 1, 200720
- Vice PresidentJohn C. Belknap Dec 21, 2007 to Dec 21, 200721
- Board memberDort A. Cameron Iii. Feb 15, 2019 to Mar 10, 202322
- Board memberMarshall S. Geller Jan 20, 2015 to Jul 30, 201823
- Board memberRichard C. Pfenniger Jr. Apr 1, 2015 to Oct 22, 201824
- Board memberPeter M. Donovan Dec 21, 2012 to Mar 8, 201614
- Board memberJames Schreiber Nov 19, 2009 to Jul 8, 201025
- Board memberScott N. Greenberg Mar 5, 2007 to Oct 24, 201417
- Board memberS. Leslie Flegel Mar 7, 2007 to Mar 7, 200726
- Board memberHarvey P. Eisen Feb 7, 2006 to Dec 31, 202027
- Board memberRoald Hoffmann Feb 8, 2006 to Jan 4, 200728
- Board memberTalton R. Embry Feb 8, 2006 to Jan 14, 201029
- Board memberJohn C. Belknap Oct 24, 2006 to Dec 21, 200730
- Board memberLawrence G. Schafran Oct 24, 2006 to Mar 10, 202331
- General counselAndrea D. Kantor Mar 17, 2006 to Mar 17, 200632
Subsidiaries and ownership
Subsidiaries (Exhibit 21)
The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Former names
- NATIONAL PATENT DEVELOPMENT CORPFeb 12, 2004 to Jan 31, 20132
Timeline
Filings
30 filings to the SEC since October 2021: 10 annual reports, 15 quarterly reports, 5 insider forms. The latest 20:
- Aug 14, 202610-Q EDGAR
- May 15, 202610-Q EDGAR
- Apr 22, 202610-K/A AMENDMENT NO. 1 EDGAR
- Mar 30, 202610-K EDGAR
- Nov 14, 202510-Q EDGAR
- Aug 13, 202510-Q EDGAR
- May 15, 202510-Q EDGAR
- Apr 22, 202510-K/A AMENDMENT NO. 1 EDGAR
- Mar 27, 202510-K EDGAR
- Nov 13, 202410-Q EDGAR
- Aug 13, 202410-Q EDGAR
- May 15, 202410-Q EDGAR
- Apr 29, 202410-K/A AMENDMENT NO. 1 EDGAR
- Mar 27, 202410-K EDGAR
- Nov 13, 202310-Q EDGAR
- Aug 11, 202310-Q EDGAR
- May 12, 202310-Q EDGAR
- Apr 27, 202310-K/A EDGAR
- Mar 28, 202310-K EDGAR
- Mar 10, 20234 PRIMARY DOCUMENT EDGAR
The 30 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
4 open-market trades by officers, directors and large owners since October 2021: 4 buys and 0 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Dec 28, 2022 | Miller William H III10% owner | Buy | 6,500 | $0.10 | $650 | Form 4 |
| Dec 23, 2022 | Miller William H III10% owner | Buy | 10,000 | $0.10 | $1.0K | Form 4 |
| Dec 21, 2022 | Miller William H III10% owner | Buy | 35,000 | $0.12 | $4.2K | Form 4 |
| Dec 20, 2022 | Miller William H III10% owner | Buy | 5,000 | $0.16 | $800 | Form 4 |
From Forms 4 filed with the SEC.
SEC filer profile
How Wright Investors Service Holdings, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARWright Investors Service Holdings, Inc.1
- CIK0001279715
- Employer ID (EIN)13-40054394
- Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; a shell company4
- Incorporated inDelaware4
- Fiscal year endsDecember 311
- Industry code (SIC)6282 Investment Advice1
- SEC reviewing officeOffice of Finance, Division of Corporation Finance1
- Business address118 North Bedford Road, Suite 100, Mt Kisco, NY 105491
- Phone(914) 242-57001
- Shares outstanding20,620,711 as of Aug 14, 202612
- Public float$4.0M as of Jun 30, 20254
- AuditorEISNERAMPER LLP, Coral Gables, Florida PCAOB ID 274; no auditor attestation of internal control over financial reporting4
- On EDGAR sinceFeb 12, 20041
- Filings534 in all: 4 (173), 8-K (89), 10-Q (66), SC 13D/A (37), 3 (23), 10-K (22), 10-K/A (21), SC 13G/A (18)1
All 35 form types
SC 13G (14), SC 13D (7), UPLOAD (7), CORRESP (6), 10-Q/A (5), DEFA14A (5), 4/A (4), DEF 14A (4), SC TO-T/A (4), NT 10-K (3), S-1/A (3), 10-12G/A (2), 3/A (2), 8-K/A (2), DEFM14A (2), NT 10-Q (2), PREM14A (2), SC TO-C (2), 10-12G (1), 5 (1), 8-A12G (1), CT ORDER (1), D (1), DFAN14A (1), S-1 (1), S-8 (1), SC TO-T (1)
- Latest filingsAnnual report (10-K) Mar 30, 2026
Quarterly report (10-Q) Aug 14, 2026
Proxy statement (DEF 14A) Sep 23, 2019
Latest 8-K (8-K) Sep 15, 2020
Risk factors and legal proceedings
The risks Wright Investors Service Holdings, Inc. names in Item 1A of its 10-K filed Mar 30, 2026: 9 risks under these headings, as written.4
- The Company may be classified as an inadvertent investment company if we acquire investment securities in excess of 40% of our total assets.
- The Company’s ability to continue as a going concern
- If the Company was required to register as an “investment company” under the Investment Company Act, applicable restrictions could make it impractical for the Company to continue its business as contemplated and could have a material adverse effect on us.
- The Company is a shell company under the federal securities laws.
- The Company has no revenue from operations; therefore, our existing assets may be diminished and ultimately depleted by our corporate overhead and other expenses.
- Resources will be expended in researching potential acquisitions that might not be consummated.
- Risks Related to Our Stock
- The Company has agreed to restrictions and adopted policies that could have possible anti-takeover effects and reduce the value of our stock.
- Risks Related to Owning Our Common Stock
- Our common stock is thinly traded, which can cause volatility in its price.
- Possible additional issuances of our stock will cause dilution.
Legal proceedings
Indemnification of Directors and Officers
Section 145 of the Delaware General Corporation Law (the “DGCL”) provides, generally, that a corporation shall have the power to indemnify any person who was or is a party or is threatened to be made a party to any threatened, pending or completed action, suit or proceeding (except actions by or in the right of the corporation) by reason of the fact that such person is or was a director, officer, employee or agent of the corporation against all expenses, judgments, fines and amounts paid in settlement actually and reasonably incurred by such person in connection with such action, suit or proceeding if such person acted in good faith and in a manner such person reasonably believed to be in or not opposed to the best interests of the corporation and, with respect to any criminal action or proceeding, had no reasonable cause to believe his or her conduct was unlawful. A corporation may similarly indemnify such person for expenses actually and reasonably incurred by such person in connection with the defense or settlement of any action or suit by or in the right of the corporation, provided that such person acted in good faith and in a manner he or she reasonably believed to be in or not opposed to the best interests of the corporation, and, in the case of claims, issues and matters as to which such person shall have been adjudged liable to the corporation, provided that a court shall have determined, upon application, that, despite the adjudication of liability but in view of all of the circumstances of the case, such person is fairly and reasonably entitled to indemnity for such expenses which such court shall deem proper.
The opening of Item 3, Legal Proceedings.4
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
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- 16SEC EDGARHarvey P. Eisen, President
- 17
- 18
- 19
- 20
- 21SEC EDGARJohn C. Belknap, Vice President
- 22SEC EDGARDort A. Cameron Iii., Board member
- 23SEC EDGARMarshall S. Geller, Board member
- 24
- 25SEC EDGARJames Schreiber, Board member
- 26SEC EDGARS. Leslie Flegel, Board member
- 27SEC EDGARHarvey P. Eisen, Board member
- 28SEC EDGARRoald Hoffmann, Board member
- 29SEC EDGARTalton R. Embry, Board member
- 30SEC EDGARJohn C. Belknap, Board member
- 31SEC EDGARLawrence G. Schafran, Board member
- 32SEC EDGARAndrea D. Kantor, General counsel