9AT: WRIGHT INVESTORS SERVICE INC

WRIGHT INVESTORS SERVICE INC

WRIGHT INVESTORS SERVICE INC

Adviser Profile

As of Date	03/16/2026
Registration	SEC, Approved, 02/23/1996
ADV Location	SHELTON, CT, United States
Contact Info	203 xxxxxxx
Websites

AUM^*	1,207,927,898 -2%
of that, discretionary	690,158,944 -3%
Number of Employees	22 -8%
of those in investment advisory functions	9 -10%
Private Fund GAV^*	0
Avg Account Size	1,031,535 7%
% High Net Worth	9.00% 35%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

851M 730M 608M 486M 365M 243M 122M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

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Stck Ticker67066G104	Stock NameNVIDIA CORPORATION	$ Position$17,989,091	% Position5.00%	$ Change14.00%	# Change-1.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$13,812,185	% Position4.00%	$ Change8.00%	# Change7.00%
Stck Ticker023135106	Stock NameAMAZON COM INC	$ Position$10,460,742	% Position3.00%	$ Change13.00%	# Change-1.00%
Stck Ticker02079K305	Stock NameALPHABET INC	$ Position$8,830,613	% Position2.00%	$ Change23.00%	# Change-1.00%
Stck Ticker02079K107	Stock NameALPHABET INC	$ Position$5,795,319	% Position2.00%	$ Change21.00%	# Change-2.00%
Stck Ticker038222105	Stock NameAPPLIED MATLS INC	$ Position$8,031,807	% Position2.00%	$ Change119.00%	# Change4.00%
Stck Ticker11135F101	Stock NameBROADCOM INC	$ Position$9,123,796	% Position2.00%	$ Change9.00%	# Change-10.00%
Stck Ticker149123101	Stock NameCATERPILLAR INC	$ Position$6,324,442	% Position2.00%	$ Change14.00%	# Change-24.00%
Stck Ticker512807306	Stock NameLAM RESEARCH CORP	$ Position$5,882,021	% Position2.00%	$ Change148.00%	# Change22.00%

Brochure Summary

Overview

Wright Investors’ Service, Inc. (“Wright”) is a wholly-owned subsidiary of The Winthrop Corporation (“TWC”). TWC is a wholly-owned subsidiary of Khandwala Capital Management, Inc. TWC was organized in 1955 and began providing investment advisory services under the trade name Wright Investors’ Service in 1961. Early in 1996, management of TWC decided to separate those services from its other, non-advisory activities, by forming a new subsidiary, Wright. Wright provides the following types of investment advisory services: managing the equity and fixed-income assets of individuals, corporations, municipalities, multiemployer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. Wright offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. The client’s accounts have wrapped fees and Wright manages these accounts consistent with investment strategy select by the sponsor. Wright receives a portion of the wrap fee for providing such investment management services. As of December 31, 2023,

Wright managed $1,292,546,493 of regulatory assets of which $748,947,719 were on a discretionary basis and $543,598,774 were on a non-discretionary basis. Wright also participates in certain platforms, that lists Wright’s investment strategy models to manage their client accounts. These platforms have developed an investment management program whereby its clients will allow them to trade their assets pursuant to Wright’s investment strategy models. Wright grants these platforms a non-exclusive license to use Wright’s investment strategy models for these purposes. In addition, Wright provides mutual fund selection and monitoring services to certain clients and gets paid an asset-based fee. As of December 31, 2023, Wright’s assets under advisement totaled $112,842,890. Wright also distributes various research publications, either directly or through TWC. The reports include a suite of proprietary reports on over 46,000 companies worldwide, and the following publications and services: Wright Perspectives; Monthly Investment Report; Quarterly Investment Report; Approved Wright Investment List (AWIL); WrightFIRST and Corporateinformation.com.