WT Financial Group Ownership

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

Recent Insider Transactions

CHIA:WTL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Sep 24	BuyAU$20,210	Chelsea Pottenger	Individual	235,000	AU$0.086
22 Jul 24	BuyAU$479,997	Bermuda National Limited, Asset Management Arm	Company	6,400,000	AU$0.075
27 Jun 24	BuyAU$356,540	Bermuda National Limited, Asset Management Arm	Company	5,245,904	AU$0.08

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 WTL?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	30,989,472	9.06%
General Public	59,977,301	17.5%
Institutions	95,242,547	27.8%
Individual Insiders	155,976,476	45.6%

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

Top Shareholders

Top 21 shareholders own 82.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.4%	ICM Limited	62,886,087	AU$5.7m	0%	0.62%
10.5%	Keith Cullen	35,858,789	AU$3.3m	1.2%	no data
7.07%	Christos Kelesis	24,183,021	AU$2.2m	2.3%	no data
6.7%	Tod McGrouther	22,943,311	AU$2.1m	15.3%	no data
6.6%	David Newman	22,579,367	AU$2.1m	1.98%	no data
6.01%	Gary Weiss	20,564,308	AU$1.9m	0%	no data
5.19%	Lead Out Train Unit Trust	17,774,125	AU$1.6m	0%	no data
4.94%	Bermuda National Limited, Asset Management Arm	16,901,242	AU$1.5m	61%	32.15%
2.48%	Llenpart Insurance And Investment Services Pty Ltd, Asset management arm	8,485,091	AU$772.1k	0%	no data
2.48%	Robyn Prossor	8,485,091	AU$772.1k	0%	no data
2.1%	Dam Enterprise Services Pty Ltd	7,200,000	AU$655.2k	0%	no data
2.04%	Bannaby Investments Pty Limited, Asset Management Arm	6,970,127	AU$634.3k	4.32%	17.0%
1.76%	Julory Pty Ltd	6,015,347	AU$547.4k	0%	no data
1.49%	Mitchell Ansiewicz	5,099,791	AU$464.1k	0%	no data
1.26%	Frank Paul	4,323,844	AU$393.5k	-0.55%	no data
0.96%	Ronni Chalmers	3,300,000	AU$300.3k	22.2%	no data
0.84%	Michael Hale	2,879,416	AU$262.0k	-6.91%	no data
0.82%	Rob Jones	2,816,360	AU$256.3k	0%	no data
0.5%	Vaso Kelesis	1,700,000	AU$154.7k	0%	no data
0.29%	Guy De Courcy Hedley	1,008,178	AU$91.7k	0.82%	no data
0.069%	Chelsea Pottenger	235,000	AU$21.4k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 08:12
End of Day Share Price	2024/12/10 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

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 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

WT Financial Group Limited is covered by 1 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.

Analyst	Institution
null null	Independent Investment Research (Aust.) Pty Ltd