WTL ASX Chart
Snapshot
WT Financial Group Limited (WTL) has established itself as amongst the financial adviser networks in Australia. Its wealth management, retirement planning and personal risk insurance advice services are delivered primarily through a group of around 400 privately-owned advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries. With a focus on delivering comprehensive, client-centric services, WTL empowers advice practices to excel in an evolving market environment.
Share Price Activity (ASX)
| Last (Price) | |
| Change | 0.00 (0.00) |
| Bid / Ask | - |
| Volume | |
| Volume (4w avg) | |
| Turnover | |
| Open | |
| Day Range | - |
| VWAP | |
| Prev Close | |
| Last Trade |
Performance
| 1 Week | |
| 1 Month | |
| 2026 YTD | |
| 1 Year | |
| vs Sector (1yr) | +10.73% |
| vs ASX 200 (1yr) | +9.48% |
Announcements
Corporate Overview
Corporate Details
| Head Office | Sydney NSW 2000 |
| Website | www.wtfglimited.com |
| Registry | BoardRoom |
| Auditor | In.Corp Audit & Assurance Pty Ltd |
| Date Listed | 9 Mar 2015 |
Upcoming Calendar (Forecasted)
| Date | Event |
|---|---|
| 27/08/2026 | Report (Prelim) |
| 17/09/2026 | Report (Annual) |
| 26/02/2027 | Report (Interim) |
Former Company Names
- Spring FG Limited (SFL), 14/11/2019
Dividend History
DPS and Yield calculations use the Pay Date.
See Upcoming Dividends for all ASX companies.
| Key Data | |
|---|---|
| DPS(TTM) | $0.0075 |
| Gross DPS(TTM) | $0.0107 |
| Dividend yield |
|
| Gross yield |
|
| Payout Ratio | 52% |
| DRP | No |
| DRP Features | - |
Directors & Management
Directors
Management
Director Transactions
WTL directors must report any change in shareholding to the ASX within 5 business days.
See Director Transactions for all ASX companies.
Director Interests
The current holdings of WTL directors.
Shareholder Info
Substantial Shareholders
A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.
Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.
Note: If a substantial shareholder's stake drops below 5%, the "Shareholders Selling" field shows full ownership as sold and sets "New %" to zero, even if they continue to hold shares under the limit.
| Name | Last Notice | Total Shares | Shares Held (%) |
|---|---|---|---|
| Portfolio Services Pty Limited | 17/09/2025 | 20,564,308 | 6.01 |
| IFM Pty Limited | 17/09/2025 | 22,943,311 | 6.70 |
| J P Morgan Nominees Australia Pty Limited | 17/09/2025 | 79,787,329 | 23.52 |
| Christos Kelesis | 17/09/2025 | 25,338,646 | 7.56 |
| Keith Robert Cullen | 17/09/2025 | 35,433,540 | 10.51 |
| David Newman & related entities | 17/09/2025 | 22,141,867 | 6.60 |
| Somers Limited | 04/11/2025 | 79,614,129 | 23.27 |
Shareholders Buying
12 month transaction history compiled from ASX announcements.
No buy transactions reported by Substantial Shareholders in the past 12 months.
Shareholders Selling
12 month transaction history compiled from ASX announcements.
| Date | Name | Sold | Previous % | New % |
|---|---|---|---|---|
| 04-11-25 | Somers Limited | 173,200 | 23.5 | 23.3 |
Historical Data
Share Price History
| Date | Close | Change | %Chg | Open | High | Low | Volume | Turnover |
|---|---|---|---|---|---|---|---|---|
Historical Data
| Year | Closing Price | Last Trade |
|---|---|---|
| 2025 | $0.12 | 30 June |
| 2024 | $0.075 | 28 June |
| 2023 | $0.079 | 30 June |
| 2022 | $0.076 | 30 June |
| 2021 | $0.064 | 30 June |
| 2020 | $0.029 | 30 June |
| 2019 | $0.033 | 28 June |
| 2018 | $0.09 | 29 June |
| 2017 | $0.195 | 30 June |
| 2016 | $0.20 | 30 June |
| 2015 | $0.39 | 30 June |
Important note:
All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)
All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.