WT Financial Group (ASX:WTL) Shareholder Yield % : 5.10% (As of Dec. 2025)


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 Shareholder Yield %?

WT Financial Group ASX:WTL 53 Shareholder Yield % is 5.10% as of Dec. 2025. 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. Among 1,473 Asset Management companies, WT Financial Group ranks better than 54.79% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, WT Financial Group's Shareholder Yield % was 5.10%.


WT Financial Group  (ASX:WTL) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


WT Financial Group Shareholder Yield % Related Terms


WT Financial Group Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for WT Financial Group's Shareholder Yield % 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 Shareholder Yield % Chart

WT Financial Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -8.08 -43.82 -8.37 0.35 6.80

WT Financial Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -3.13 0.35 7.57 6.80 4.55

ASX:WTL vs BLK, BX, KKR: Shareholder Yield % Comparison

For the Asset Management subindustry, WT Financial Group's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


WT Financial Group Shareholder Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, WT Financial Group's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where WT Financial Group's Shareholder Yield % falls into.


ASX:WTL
53GF Score
WT Financial Group Ltd ASX:WTL
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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WT Financial Group Shareholder Yield % Calculation

WT Financial Group's Shareholder Yield % for the quarter that ended in Dec. 2025 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=5.00 %+0.00 %+-0.45 %
=4.55 %

* 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.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 5.10% mean?
WT Financial Group (ASX:WTL) has a Shareholder Yield % of 5.10% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on WT Financial Group and its competitors. According to the industry distribution chart, WT Financial Group ranks #666 out of 1473 companies in the Asset Management industry, placing it in the top 45.2%.
Is WT Financial Group's Shareholder Yield % too high?
WT Financial Group's current Shareholder Yield % is 5.10%. The Asset Management industry median Shareholder Yield % is 4.22. WT Financial Group's value of 5.10% is 20.9% above this industry median. Based on the distribution chart, WT Financial Group ranks #666 out of 1473 companies in the Asset Management industry, which is above the industry midpoint. 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 Shareholder Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, WT Financial Group ranks #666 out of 1473 companies for Shareholder Yield %. This puts WT Financial Group in the upper half of its industry. The industry median Shareholder Yield % is 4.22. WT Financial Group's value of 5.10% is 20.9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.22, based on 1,473 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. WT Financial Group's current Shareholder Yield % of 5.10% is 20.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on WT Financial Group and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WT Financial Group's current Shareholder Yield % is 5.10%. 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 3.8% above its estimated fair value. The current Shareholder Yield % is 5.10% and 20.9% above the Asset Management industry median of 4.22. 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 Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For WT Financial Group (ASX:WTL), the current Shareholder Yield % is 5.10% as of Dec. 2025. 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 3.8% above its estimated GF Value™ of A$0.13. GuruFocus considers WT Financial Group to be Fairly Valued.

Key valuation signals for ASX:WTL:

  • Shareholder Yield %: 5.10%
  • GF Value™: A$0.13 vs. price of A$0.14 (3.8% above fair value)
  • GF Score™: 53/100 with 2 warning signs
  • Industry Position: 20.9% above the Asset Management median (#666 of 1473)

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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Shareholder Yield % 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