Wright Investors Service Inc
- Regulatory AUM
- $1.2B
- Discretionary
- $690M
- Clients
- 90
- Avg AUM / client
- $13.4M
- Accounts
- 1,171
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Investments (13F portfolio — 148 positions, $317,712,217)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $15,768,550 | 90,416 | 4.96% | 1.31% |
| 2 | Apple Inc | COM | $15,072,588 | 59,390 | 4.74% | 1.25% |
| 3 | Microsoft Corp | COM | $12,825,650 | 34,648 | 4.04% | 1.06% |
| 4 | Amazon Com Inc | COM | $11,021,857 | 52,921 | 3.47% | 0.91% |
| 5 | Alphabet Inc | CAP STK CL A | $10,726,276 | 37,301 | 3.38% | 0.89% |
| 6 | Broadcom Inc | COM | $10,001,197 | 32,313 | 3.15% | 0.83% |
| 7 | Meta Platforms Inc | CL A | $8,587,099 | 15,009 | 2.7% | 0.71% |
| 8 | Gilead Sciences Inc | COM | $7,842,629 | 56,272 | 2.47% | 0.65% |
| 9 | Jpmorgan Chase & Co | COM | $7,419,009 | 25,221 | 2.34% | 0.61% |
| 10 | Caterpillar Inc | COM | $6,913,153 | 9,758 | 2.18% | 0.57% |
| 11 | Schwab Charles Corp | COM | $6,746,260 | 71,784 | 2.12% | 0.56% |
| 12 | Bristol Myers Squibb Co | COM | $6,714,925 | 110,716 | 2.11% | 0.56% |
| 13 | Exxon Mobil Corp | COM | $6,306,262 | 37,170 | 1.98% | 0.52% |
| 14 | Applied Matls Inc | COM | $5,356,191 | 15,671 | 1.69% | 0.44% |
| 15 | Coca Cola Co | COM | $4,839,974 | 63,642 | 1.52% | 0.4% |
| 16 | Alphabet Inc | CAP STK CL C | $4,777,940 | 16,656 | 1.5% | 0.4% |
| 17 | Nrg Energy Inc | COM NEW | $4,711,700 | 32,241 | 1.48% | 0.39% |
| 18 | Tesla Inc | COM | $4,577,358 | 12,313 | 1.44% | 0.38% |
| 19 | Bank America Corp | COM | $4,518,540 | 92,688 | 1.42% | 0.37% |
| 20 | American Express Co | COM | $4,245,004 | 14,034 | 1.34% | 0.35% |
| 21 | Visa Inc | COM CL A | $4,150,057 | 13,731 | 1.31% | 0.34% |
| 22 | Chevron Corporation | COM | $4,058,137 | 19,614 | 1.28% | 0.34% |
| 23 | Nextera Energy Inc | COM | $3,745,107 | 40,322 | 1.18% | 0.31% |
| 24 | Progressive Corp | COM | $3,642,264 | 18,373 | 1.15% | 0.3% |
| 25 | Goldman Sachs Group Inc | COM | $3,629,297 | 4,290 | 1.14% | 0.3% |
Top 25 of 148 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $23.6M | 1.95% |
| High net worth individuals | 9 | $12.2M | 1.01% |
| Banking or thrift institutions | 15 | $762M | 63.1% |
| Pension and profit sharing plans | 8 | $215M | 17.8% |
| Charitable organizations | Fewer than 5 clients | $36.5M | 3.02% |
| State or municipal government entities | 5 | $97.6M | 8.08% |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 0.17% |
| Other | Fewer than 5 clients | $58.7M | 4.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Michigan Laborers' Pension Plan Board Of Trustees Michigan Laborers' Pension Fund | 2024 | |
| Mfow Supplementary Pension Plan Board Of Trustees, Mfow Supplementary Pension Trust | 2024 | |
| Laborers Of Delaware Local Union No. 199 Pension Plan Laborers Of Delaware Lcl Union 199 Board Of Trustees | 2024 | |
| Roofers Local No. 9 Pension Plan Board Of Trustees Roofers Local No. 9 Pension Fund | 2024 | |
| Local 338 Annuity Fund Board Of Trustees Local 338 Annuity Fund | 2024 | |
| Kidz Medical Services, Inc. 401(k) Profit Sharing Plan Kidz Medical Services, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amit Sharadchandra Khandwala | Chairman, Ceo And Cio | Feb 1997 (29y) | ≈ 42.19% – 100% via Khandwala Capital Management, Inc. | |
| Van Daalen, Mello, Anthony Ewoud | President And Cio Of Global Fixed Income | Jul 2018 (8y) | Less than 5% | |
| Fleming, Michael, J | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Mark Francis Moyher | Registered representative | Aug 1996 (30y) | ||
| Richard Patrick Mcguire | Registered representative | Jan 2012 (15y) | ||
| Stephen Clay Holmes | Registered representative | Mar 2017 (9y) | ||
| Manish Maheshwari | Registered representative | CFA | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Winthrop Corporation | Sole Shareholder | Jan 1996 | A | 75% or more |
| Khandwala Capital Management, Inc. | Shareholder | Jul 2018 | B | ≈ 56.25% – 100% via The Winthrop Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Amit Sharadchandra Khandwala: 75% – 100% of Khandwala Capital Management, Inc. × 75% – 100% of The Winthrop Corporation × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Khandwala Capital Management, Inc.: 75% – 100% of The Winthrop Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Michigan Laborers' Pension Plan | Board Of Trustees Michigan Laborers' Pension Fund | 12,152 | $1.3B | 09/01/2024 |
| Mfow Supplementary Pension Plan | Board Of Trustees, Mfow Supplementary Pension Trust | 2 | $1.2M | 08/01/2024 |
| Laborers Of Delaware Local Union No. 199 Pension Plan | Laborers Of Delaware Lcl Union 199 Board Of Trustees | 211 | $64.0M | 05/01/2024 |
| Roofers Local No. 9 Pension Plan | Board Of Trustees Roofers Local No. 9 Pension Fund | 182 | $73.6M | 01/01/2024 |
| Local 338 Annuity Fund | Board Of Trustees Local 338 Annuity Fund | 5,275 | $61.0M | 01/01/2024 |
| Kidz Medical Services, Inc. 401(k) Profit Sharing Plan | Kidz Medical Services, Inc. | 342 | $90.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- United Community Bank $169M (14% of AUM) Mar 2026
- Manufacturers And Traders Trust Company $146M (12% of AUM) Mar 2026
- Comerica Incorporated $139M (11% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗