WT Financial Group (ASX:WTL) Institutional Ownership: 1.14% (As of Jul. 11, 2026)


ASX:WTL WT Financial Group Ltd ASX:WTL
53 GF Score
Price A$0.14
GF Value A$0.13
Valuation Fairly Valued
! 2 Warning Signs
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What is WT Financial Group Institutional Ownership?

WT Financial Group ASX:WTL 53 Institutional Ownership is 1.14% as of Jul. 11, 2026. GuruFocus rates ASX:WTL with a GF Score™ of 53/100 and a GF Value™ of A$0.13 (Fairly Valued). The stock has 2 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, WT Financial Group's institutional ownership is 1.14%.

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

WT Financial Group Institutional Ownership Historical Data

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The historical data trend for WT Financial Group'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.

WT Financial Group Institutional Ownership Chart

WT Financial Group Historical Data

The historical data trend for WT Financial Group can be seen below:

2016-12-31 2017-01-31 2017-02-28 2017-03-31 2017-04-30 2017-05-31 2017-06-30 2017-07-31 2017-08-31 2017-09-30
Institutional Ownership 1.22 1.22 1.22 1.22 1.22 1.22 1.14 1.14 1.14 1.14
ASX:WTL
53GF Score
WT Financial Group Ltd ASX:WTL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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WT Financial Group Institutional Ownership Calculation

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

What does a Institutional Ownership of 1.14% mean?
WT Financial Group (ASX:WTL) has a Institutional Ownership of 1.14% as of Jul. 11, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on WT Financial Group and its competitors.
Is WT Financial Group's Institutional Ownership too high?
WT Financial Group's current Institutional Ownership is 1.14%. Overall, WT Financial Group has a GF Score™ of 53/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WT Financial Group's Institutional Ownership compare to BLK and BX?
WT Financial Group's Institutional Ownership of 1.14% 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 WT Financial Group and its competitors. WT Financial Group's current Institutional Ownership is 1.14%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WT Financial Group stock overvalued right now?
Based on GuruFocus' analysis, WT Financial Group (ASX:WTL) is currently considered Fairly Valued. The stock's GF Value™ is A$0.13, compared to a current price of A$0.14 — trading 7.7% above its estimated fair value. The current Institutional Ownership is 1.14%. WT Financial Group's overall GF Score™ is 53/100 with 2 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 WT Financial Group (ASX:WTL), the current Institutional Ownership is 1.14% as of Jul. 11, 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 WT Financial Group (ASX:WTL) Overvalued in 2026?

Based on GuruFocus' analysis, WT Financial Group stock appears to be overvalued. The current stock price of A$0.14 is trading 7.7% above its estimated GF Value™ of A$0.13. GuruFocus considers WT Financial Group to be Fairly Valued.

Key valuation signals for ASX:WTL:

  • Institutional Ownership: 1.14%
  • GF Value™: A$0.13 vs. price of A$0.14 (7.7% above fair value)
  • GF Score™: 53/100 with 2 warning signs

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

WT Financial Group Business Description

Address 95 Pitt Street, Level 5, Australia Square Plaza Building, Sydney, NSW, AUS, 2000
WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes Business to Business (B2B), Direct to Consumer (B2C), and All other. It derives a majority of its revenue from the Business to Business (B2B) services segment which includes services like financial planning, investment advice, product sales, licensing services, and product offerings delivered to independently owned financial advice practices through its Wealth today, Sentry, Synchron, and M3 advice divisions. In its Direct to Consumer business segment, the company provides various financial advice, mortgage broking, tax, and accounting services directly to wholesale and retail clients under the Spring Financial Group brand.
53GF Score

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

A$0.14
Price
A$0.13
GF Value