The Australian Wealth Advisory Group Limited (ASX: WAG) - ETF Exposure
- Current share price for WAG : $0.575
The Australian Wealth Advisors Group Limited (WAG) is an ASX-listed company and is held by a number of exchange traded funds (ETFs). It is a financial services firm which specializes in mergers and acquisitions with 3 key operarions: Corporate - Activist Investment, Funds Management, Financial Wealth Management and Advisory. It operates in funds and investment management through Armytage Private; and in providing services to wealth management advisors through CHPW Financial.
WAG General Information +
| ASX Code | WAG |
| Website | N/A |
| Industry/Sector | Asset Management & Custody Banks |
| Market Cap ($M) | 42 |
| WAG Share Price | $0.575 |
| Day High | $0.000 |
| Day Low | $0.000 |
| Last Close | $0.575 |
| WAG Share Price Movement | - ( No change ) |
Prices as at 16:40, 18 Aug 2026
+Security prices are delayed by at least 20 minutes and are indicative only.
The Australian Wealth Advisory Group Limited (WAG) Upcoming Dividends & Yields
| Distribution Type | Dividend | Franking | Ex-dividend date | Payment date | Current Price+ | Price 7D Avg | Dividend Yield |
|---|
See all dividends from The Australian Wealth Advisory Group Limited (WAG) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.
The Australian Wealth Advisory Group Limited (WAG) price-sensitive announcements
WAG - Half Yearly Report and Accounts
The half-yearly report for The Australian Wealth Advisors Group Limited (AWAG) for the per
The Australian Wealth Advisory Group Limited (WAG)
23 Feb 2026 | 11:53 AM
23 Feb 2026 | 11:53 AM
WAG - Investor Presentation
This investor presentation outlines the business profile, strategy, and growth objectives
The Australian Wealth Advisory Group Limited (WAG)
25 Aug 2025 | 1:56 PM
25 Aug 2025 | 1:56 PM
WAG - Appendix 4E and Annual Report
The document is the Appendix 4E and Annual Report for The Australian Wealth Advisory Group
The Australian Wealth Advisory Group Limited (WAG)
25 Aug 2025 | 1:56 PM
25 Aug 2025 | 1:56 PM
WAG - AWAG Investments - Supplementary Information
This document provides supplementary information regarding AWAG Investments, a product off
The Australian Wealth Advisory Group Limited (WAG)
22 May 2025 | 6:54 PM
22 May 2025 | 6:54 PM
The Australian Wealth Advisory Group Limited (WAG) Recent ASX Announcements
WAG Financial Summary
| Year to Jun | NPAT | EPS | EPS chg (%) | PER | DPS | Yield (%) | Franking (%) |
|---|---|---|---|---|---|---|---|
| 2025A | $0.70 | $0.90 | -313.60% | 32.50 | 0.00 | 0.00% | 0.0% |
| 2024A | -$0.26 | -$0.40 | -269.20% | 0.00 | 0.00 | 0.00% | 0.0% |
| 2023A | $0.19 | $0.30 | 73.30% | 0.00 | 0.00 | 0.00% | 0.0% |
WAG Peer Comparison
| Company | Mkt Cap | EPS Growth (%) | P/E (%) | Dividend Yield (%) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2023 A | 2024 A | 2025 A | 2023 A | 2024 A | 2025 A | 2023 A | 2024 A | 2025 A | ||
| GQG Partners Inc. (GQG) | $4,289M | -0.0055 | 0.0190 | -0.0618 | 6.1285 | 6.0141 | 6.4103 | 15.14% | 12.25% | 10.39% |
| Magellan Financial Group Limited (MFG) | $3,143M | -0.0822 | -0.2158 | 0.0222 | 11.4695 | 14.6262 | 14.3086 | 6.82% | 5.47% | 5.59% |
| Netwealth Group Limited (NWL) | $5,894M | 0.3930 | 0.1432 | 0.0652 | 50.5684 | 44.2357 | 41.5284 | 1.60% | 1.79% | 1.94% |
| Pinnacle Investment Management Group Limited (PNI) | $4,412M | -0.0753 | 0.5653 | 0.1507 | 31.7331 | 20.2724 | 17.6176 | 3.28% | 4.17% | 4.88% |
| The Australian Wealth Advisory Group Limited (WAG) | $43M | -3.1364 | 0.0000 | 0.0000 | 61.1702 | 0.0000 | 0.0000 | 0.00% | 0.00% | 0.00% |
WAG Directors
| Name | Position | Start Date |
|---|---|---|
| Mr Lee Darion Peter IaFrate | Executive Chairman, Executive Director | 13 Sep 2021 |
| Mr Michael (Mike) Clifford Fitzpatrick | Non-Executive Director | 1 Oct 2023 |
| Mr Paul Antony Young | Non-Executive Director | 23 Sep 2021 |
| Mr Christopher (Chris) Francis Kelaher | Non-Executive Director | 4 May 2026 |
| Mr David Earl Slack | Non-Executive Director | 3 Apr 2024 |
The Australian Wealth Advisory Group Limited (WAG) Changes in Directors' Interest & Trades
| Date of change | Director | Buy/Sell | Security Type | Qty | Trade Price | Value |
|---|---|---|---|---|---|---|
| 1 Jul 2025 | STEPHEN, Mark | Buy | Indirect Shares | 47,271 | $0.367 | $17,366.630 |
| 11 Mar 2025 | IAFRATE, Lee | Buy | Direct Shares | 9,981 | $0.320 | $3,193.920 |
| 26 Feb 2025 | YOUNG, Paul | Buy | Indirect Shares | 200,000 | $0.320 | $64,000.000 |
See all changes in directors' interest & trades for The Australian Wealth Advisory Group Limited (WAG) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.
WAG Management
| Name | Position |
|---|---|
| Gareth James | Company Secretary |
WAG Substantial Shareholders
Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in The Australian Wealth Advisory Group Limited (WAG). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.
| Holding | Name |
|---|---|
| 18,950,759 (25.48%) | Lee Iafrate - Family |
| 13,136,200 (17.66%) | JP Morgan Nominees Australia Pty Limited |
| 9,000,000 (12.10%) | Michael Fitzpatrick |
| 5,427,312 (7.30%) | Peter Hollick |
| 4,217,424 (5.67%) | The Unconditional Love Foundation Pty Ltd |
| 3,833,333 (5.15%) | Paul Young |
WAG Calendar of Events
| Date | Event |
|---|---|
| 22 February 2027 | Report (Interim) |
| 24 August 2026 | Report (Annual) |
| 24 August 2026 | Report (Prelim) |
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