WRIGHT INVESTORS SERVICE INC
SEC Form 13F institutional filer · CIK 0000108572
13F-HR · 127 reported holdings · 2026-03-31
Reported long-US-equity value
$0.30B
Top-10 concentration
35.0%
WRIGHT INVESTORS SERVICE INC — $303M AUM allocation strategy
WRIGHT INVESTORS SERVICE INC files SEC Form 13F and reports $303M of long US equity value across 127 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.5%, followed by Communication Services 8.0% and Financials 7.5%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WRIGHT INVESTORS SERVICE INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$303M
total across 127 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BKR +27.4K sh · +$1.82M+$MRK +24.3K sh · +$2.97M+$T +22.5K sh · +$842K
Biggest trims (shares)
−$SYF −10.4K sh · −$1.35M−$PGR −9.24K sh · −$2.65M−$NEE −8.81K sh · −$199K
Exited to nil (held last quarter, gone now)
$BRK.B ($1.62M last qtr)$TKO ($1.15M last qtr)$EOG ($778K last qtr)$PYPL ($591K last qtr)$EME ($579K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.5%—
- Interactive Media & Services8.0%—
- Technology Hardware, Storage & Peripherals5.0%—
- Systems Software4.2%—
- Diversified Banks3.9%—
- Broadline Retail3.6%—
- Biotechnology2.6%—
- Construction Machinery & Heavy Transportation Equipment2.3%—
- Other holdings61.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 90.4K | $15.8M | -286 | 5.2% |
| $AAPL | Apple Inc | 59.4K | $15.1M | -496 | 5.0% |
| $MSFT | Microsoft Corporation | 34.6K | $12.8M | +1.27K | 4.2% |
| $AMZN | Amazon.com Inc | 52.9K | $11M | -493 | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 37.3K | $10.7M | -5.7K | 3.5% |
| $AVGO | Broadcom Inc | 32.3K | $10M | -4.81K | 3.3% |
| $META | Meta Platforms Inc | 15K | $8.59M | -1.3K | 2.8% |
| $GILD | Gilead Sciences Inc | 56.3K | $7.84M | -981 | 2.6% |
| $JPM | JP Morgan Chase & Co | 25.2K | $7.42M | -535 | 2.4% |
| $CAT | Caterpillar Inc | 9.76K | $6.91M | -1.11K | 2.3% |
…and 117 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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