WAM Strategic Value Limited

ASX:WAR Stock Report

Market Cap: AU$201.7m

WAM Strategic Value Ownership

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

Recent Insider Transactions

ASX:WAR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
27 Nov 24BuyAU$22,800Glenn BurgeIndividual20,000AU$1.14
30 May 24BuyAU$109,500Geoffrey WilsonIndividual100,000AU$1.09

Insider Trading Volume

Insider Buying: WAR insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WAR?
Owner TypeNumber of SharesOwnership Percentage
Private Companies8,350,0694.64%
Institutions8,667,5674.81%
Individual Insiders9,915,4635.5%
General Public153,192,66285%

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

Top Shareholders

Top 21 shareholders own 14.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
3.25%
Geoffrey Wilson
5,857,077AU$6.6m0%no data
3.1%
Netwealth Investments Ltd.
5,591,701AU$6.3m65.5%0.04%
0.98%
Trgp Investments Pty Ltd
1,773,000AU$2.0m0%no data
0.93%
Kellyanne Dyer
1,673,000AU$1.9m0%no data
0.76%
IOOF Investment Management Limited
1,375,866AU$1.5m0%0.05%
0.62%
Morgcam Pty Ltd
1,125,000AU$1.3m95.7%no data
0.58%
Perpetual Limited
1,050,000AU$1.2m61.5%no data
0.56%
Norman Chan Pty Limited
1,000,000AU$1.1m-16.7%no data
0.54%
R. Bartlett
980,994AU$1.1m-9.62%no data
0.43%
Guwarra Pty Limited
767,886AU$860.0k0%no data
0.4%
Southern Steel Investments Pty Limited
725,390AU$812.4k0%no data
0.4%
John MacTaggart
720,000AU$806.4k0%no data
0.4%
Securities & Estates Pty Ltd
720,000AU$806.4k0%no data
0.36%
ADC (Investing) Pty Ltd.
650,793AU$728.9k19.7%no data
0.36%
United Funds Management Ltd.
650,000AU$728.0k35.6%0.09%
0.33%
Leaf Securities Pty Limited
600,000AU$672.0k0%no data
0.28%
Seweta Pty. Ltd.
500,000AU$560.0k0%no data
0.27%
R W Kirby Pty Ltd
488,000AU$546.6k0%no data
0.25%
Richard Groves
450,000AU$504.0k0%no data
0.074%
Glenn Burge
133,500AU$149.5k17.6%no data
0.056%
Katherine Thorley
100,892AU$113.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 21:20
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

WAM Strategic Value 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.

AnalystInstitution