WAM Strategic Value (ASX:WAR) Institutional Ownership: 0.36% (As of Jul. 09, 2026)


ASX:WAR WAM Strategic Value Ltd ASX:WAR
62 GF Score
Price A$1.11
GF Value A$1.21
Valuation Fairly Valued
! 3 Warning Signs
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What is WAM Strategic Value Institutional Ownership?

WAM Strategic Value ASX:WAR 62 Institutional Ownership is 0.36% as of Jul. 09, 2026. GuruFocus rates ASX:WAR with a GF Score™ of 62/100 and a GF Value™ of A$1.21 (Fairly Valued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, WAM Strategic Value's institutional ownership is 0.36%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, WAM Strategic Value's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, WAM Strategic Value's Float Percentage Of Total Shares Outstanding is 0.00%.

WAM Strategic Value Institutional Ownership Historical Data

* Premium members only.

The historical data trend for WAM Strategic Value's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

WAM Strategic Value Institutional Ownership Chart

WAM Strategic Value Historical Data

The historical data trend for WAM Strategic Value can be seen below:

2022-11-30 2022-12-31 2023-01-31 2023-02-28 2023-03-31 2023-04-30 2023-05-31 2023-06-30 2023-07-31 2023-08-31
Institutional Ownership 0.45 0.45 0.45 0.45 0.45 0.45 0.45 0.36 0.36 0.36
ASX:WAR
62GF Score
WAM Strategic Value Ltd ASX:WAR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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WAM Strategic Value Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 0.36% mean?
WAM Strategic Value (ASX:WAR) has a Institutional Ownership of 0.36% as of Jul. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on WAM Strategic Value and its competitors.
Is WAM Strategic Value's Institutional Ownership too high?
WAM Strategic Value's current Institutional Ownership is 0.36%. Overall, WAM Strategic Value has a GF Score™ of 62/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WAM Strategic Value's Institutional Ownership compare to BLK and BX?
WAM Strategic Value's Institutional Ownership of 0.36% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on WAM Strategic Value and its competitors. WAM Strategic Value's current Institutional Ownership is 0.36%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Strategic Value stock overvalued right now?
Based on GuruFocus' analysis, WAM Strategic Value (ASX:WAR) is currently considered Fairly Valued. The stock's GF Value™ is A$1.21, compared to a current price of A$1.11 — trading 8.7% below its estimated fair value. The current Institutional Ownership is 0.36%. WAM Strategic Value's overall GF Score™ is 62/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For WAM Strategic Value (ASX:WAR), the current Institutional Ownership is 0.36% as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is WAM Strategic Value (ASX:WAR) Overvalued in 2026?

Based on GuruFocus' analysis, WAM Strategic Value stock appears to be undervalued. The current stock price of A$1.11 is trading 8.7% below its estimated GF Value™ of A$1.21. GuruFocus considers WAM Strategic Value to be Fairly Valued.

Key valuation signals for ASX:WAR:

  • Institutional Ownership: 0.36%
  • GF Value™: A$1.21 vs. price of A$1.11 (8.7% below fair value)
  • GF Score™: 62/100 with 3 warning signs

No single metric tells the full story. See the ASX:WAR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

WAM Strategic Value Business Description

Address 1 Farrer Place, Level 26, Governor Phillip Tower, Sydney, NSW, AUS, 2000
WAM Strategic Value Ltd is an investment company. The company is engaged in investing activities, including cash, term deposits, and equity investments. Its investment objectives are to provide capital growth over the medium-to-long term, deliver a stream of dividends, and preserve capital while providing shareholders with exposure to a diversified equities portfolio.
62GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$1.11
Price
A$1.21
GF Value