WAM Alternative Assets (ASX:WMA) Institutional Ownership: 0.71% (As of Jul. 12, 2026)


ASX:WMA WAM Alternative Assets Ltd ASX:WMA
69 GF Score
Price A$1.01
GF Value A$1.07
Valuation Fairly Valued
! 4 Warning Signs
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What is WAM Alternative Assets Institutional Ownership?

WAM Alternative Assets ASX:WMA 69 Institutional Ownership is 0.71% as of Jul. 12, 2026. GuruFocus rates ASX:WMA with a GF Score™ of 69/100 and a GF Value™ of A$1.07 (Fairly Valued). The stock has 4 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 Alternative Assets's institutional ownership is 0.71%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, WAM Alternative Assets'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 Alternative Assets's Float Percentage Of Total Shares Outstanding is 0.00%.

WAM Alternative Assets Institutional Ownership Historical Data

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The historical data trend for WAM Alternative Assets'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 Alternative Assets Institutional Ownership Chart

WAM Alternative Assets Historical Data

The historical data trend for WAM Alternative Assets can be seen below:

2024-12-31 2025-01-31 2025-02-28 2025-03-31 2025-04-30 2025-05-31 2025-06-30 2025-07-31 2025-08-31 2025-09-30
Institutional Ownership 0.71 0.71 0.71 0.71 0.71 0.71 0.71 0.71 0.71 0.71
ASX:WMA
69GF Score
WAM Alternative Assets Ltd ASX:WMA
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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WAM Alternative Assets Institutional Ownership Calculation

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

What does a Institutional Ownership of 0.71% mean?
WAM Alternative Assets (ASX:WMA) has a Institutional Ownership of 0.71% as of Jul. 12, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on WAM Alternative Assets and its competitors.
Is WAM Alternative Assets' Institutional Ownership too high?
WAM Alternative Assets' current Institutional Ownership is 0.71%. Overall, WAM Alternative Assets has a GF Score™ of 69/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WAM Alternative Assets' Institutional Ownership compare to BLK and BX?
WAM Alternative Assets' Institutional Ownership of 0.71% 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 Alternative Assets and its competitors. WAM Alternative Assets's current Institutional Ownership is 0.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Alternative Assets stock overvalued right now?
Based on GuruFocus' analysis, WAM Alternative Assets (ASX:WMA) is currently considered Fairly Valued. The stock's GF Value™ is A$1.07, compared to a current price of A$1.01 — trading 6.1% below its estimated fair value. The current Institutional Ownership is 0.71%. WAM Alternative Assets' overall GF Score™ is 69/100 with 4 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 Alternative Assets (ASX:WMA), the current Institutional Ownership is 0.71% as of Jul. 12, 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 Alternative Assets (ASX:WMA) Overvalued in 2026?

Based on GuruFocus' analysis, WAM Alternative Assets stock appears to be undervalued. The current stock price of A$1.01 is trading 6.1% below its estimated GF Value™ of A$1.07. GuruFocus considers WAM Alternative Assets to be Fairly Valued.

Key valuation signals for ASX:WMA:

  • Institutional Ownership: 0.71%
  • GF Value™: A$1.07 vs. price of A$1.01 (6.1% below fair value)
  • GF Score™: 69/100 with 4 warning signs

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

WAM Alternative Assets Business Description

Address 1 Farrer Place, Level 26, Governor Phillip Tower, Sydney, NSW, AUS, 4000
WAM Alternative Assets Ltd is an investment company. Its investment objectives are to deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits to shareholders. The company provides investors with exposure to a portfolio of real assets, private equity, infrastructure, real estate, and private debt strategies.
69GF Score

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

A$1.01
Price
A$1.07
GF Value