DOSSIER · 13F-HR · Q2 2026

WRIGHT INVESTORS SERVICE INC

$333M in tracked AUM across 235 positions as of Q2 2026.

WI
CIK 0000108572 · last filed Jun 30, 2026
Total AUM
$333M
as of Q2 2026
Holdings
235
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WRIGHT INVESTORS SERVICE INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$18M90K4.9%
02
AAPL
APPLE INC
$17M59K4.7%
03
MSFT
MICROSOFT CORP
$14M37K3.8%
04
GOOGL
ALPHABET INC
$13M36K3.6%
05
AMZN
AMAZON COM INC
$13M52K3.4%
06
AMAT
APPLIED MATLS INC
$12M16K3.2%
07
AVGO
BROADCOM INC
$11M30K3.1%
08
META
META PLATFORMS INC
$9M17K2.6%
09
MU
MICRON TECHNOLOGY INC
$9M8K2.6%
10
CAT
CATERPILLAR INC
$8M8K2.3%

Filing history

2026Q2Jun 30
$366M▲ 15.1%
238 positionsView →
2026Q1Mar 31
$318M▼ 4.6%
238 positionsView →
2025Q4Dec 31
$333M▼ 3.6%
235 positionsView →
2025Q3Sep 30
$345M▲ 4.3%
234 positionsLocked
2025Q2Jun 30
$331M▲ 9.5%
223 positionsLocked
2025Q1Mar 31
$303M▼ 1.8%
224 positionsLocked
2024Q4Dec 31
$308M▼ 19.4%
211 positionsLocked
2024Q3Sep 30
$382M▲ 0.6%
217 positionsLocked
2024Q2Jun 30
$380M▼ 3.8%
220 positionsLocked
2024Q1Mar 31
$395M▲ 11.1%
223 positionsLocked
2023Q4Dec 31
$355M▲ 3.0%
224 positionsLocked
2023Q3Sep 30
$345M▼ 2.8%
221 positionsLocked
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