Australian Wealth Advisors Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:WAG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Jul 25	BuyAU$17,348	Mark Stephen	Individual	47,271	AU$0.37
11 Mar 25	BuyAU$3,194	Lee Darion IaFraté	Individual	9,981	AU$0.32
26 Feb 25	BuyAU$64,000	Clapsy Pty Ltd, Asset Management Arm	Company	200,000	AU$0.32
25 Feb 25	BuyAU$6,050	Lee Darion IaFraté	Individual	19,516	AU$0.31
05 Dec 24	BuyAU$7,812	Lee Darion IaFraté	Individual	26,000	AU$0.30
27 Nov 24	BuyAU$16,200	Lee Darion IaFraté	Individual	54,000	AU$0.30

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WAG?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	4,217,424	5.67%
Institutions	8,334,009	11.2%
Private Companies	9,226,282	12.4%
General Public	14,731,568	19.8%
Individual Insiders	37,855,717	50.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 23 shareholders own 80.19% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.5%	Lee Darion IaFraté	18,950,759	AU$11.4m	0%	no data
12.1%	Michael Fitzpatrick	9,000,000	AU$5.4m	0%	no data
5.67%	ACS, Actividades de Construcción y Servicios, S.A.	4,217,424	AU$2.5m	0%	no data
5.37%	The Unconditional Love Foundation	3,992,676	AU$2.4m	0%	no data
5.03%	Clapsy Pty Ltd	3,741,333	AU$2.2m	0%	39.24%
4.48%	Kensington Trust Labuan Limited	3,333,333	AU$2.0m	0%	no data
3.66%	Peter Hollick	2,721,656	AU$1.6m	0.59%	no data
3.64%	Helen Pattison	2,705,656	AU$1.6m	0%	no data
2%	Manly Lane Pty Ltd	1,490,000	AU$894.0k	-10.6%	no data
1.88%	Ginga Pty Ltd	1,399,623	AU$839.8k	40%	no data
1.62%	Mark Stephen	1,204,918	AU$723.0k	0%	no data
1.61%	David Slack	1,200,000	AU$720.0k	0%	no data
1.6%	John Hayes	1,188,915	AU$713.4k	98.2%	no data
1.02%	Adigrati Investment Pty	760,000	AU$456.0k	0%	no data
0.91%	Zermatt Pty Ltd	676,659	AU$406.0k	1.5%	no data
0.9%	Ragar Pty Ltd	666,667	AU$400.0k	0%	no data
0.81%	Dixson Trust Pty Ltd.	600,000	AU$360.0k	0%	0.08%
0.67%	Whacko Sports Pty Ltd	500,000	AU$300.0k	0%	no data
0.54%	Stephen Chapman	400,000	AU$240.0k	0%	no data
0.54%	Extra Pty Ltd	400,000	AU$240.0k	0%	no data
0.52%	Thai Ngo	383,813	AU$230.3k	0%	no data
0.12%	Paul Young	92,000	AU$55.2k	0%	no data
0.011%	Kara Maisano	8,000	AU$4.8k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/13 18:24
End of Day Share Price	2025/11/12 00:00
Earnings	2025/06/30
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Australian Wealth Advisors Group Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.