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WT Financial Group Ltd.
(Sydney:WTL)
WT Financial Group Ltd. (WTL) vs. iShares MSCI Australia ETF (EWA)
WT Financial Group Ltd. Business Overview & Revenue Model
WT Financial Group Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 28.69M | 28.69M | 185.47M | 160.52M | 101.74M | 12.78M |
| Gross Profit | 11.21M | 11.21M | 9.82M | 7.83M | 4.52M | 1.39M |
| EBITDA | 4.72M | 6.43M | 6.34M | 5.73M | 3.31M | 428.87K |
| Net Income | 3.38M | 4.64M | 3.85M | 4.14M | 1.87M | -3.29M |
Balance Sheet | ||||||
| Total Assets | 58.25M | 58.25M | 54.29M | 47.85M | 48.77M | 11.65M |
| Cash, Cash Equivalents and Short-Term Investments | 9.82M | 9.82M | 8.10M | 5.31M | 3.38M | 1.25M |
| Total Debt | 7.39M | 7.39M | 7.54M | 8.13M | 6.78M | 2.26M |
| Total Liabilities | 26.32M | 26.32M | 24.86M | 22.27M | 28.71M | 5.70M |
| Stockholders Equity | 31.93M | 31.93M | 29.43M | 25.58M | 20.06M | 5.96M |
Cash Flow | ||||||
| Free Cash Flow | 3.73M | 5.51M | 5.31M | 2.90M | -2.85M | -2.01M |
| Operating Cash Flow | 3.94M | 5.94M | 5.46M | 2.90M | -2.85M | -2.01M |
| Investing Cash Flow | -1.23M | -1.43M | -2.02M | -1.78M | -5.19M | 32.05K |
| Financing Cash Flow | -2.79M | -2.79M | -647.23K | 810.55K | 10.18M | 1.81M |
WT Financial Group Ltd. Technical Analysis
WT Financial Group Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | AU$73.16M | 10.26 | 32.22% | 6.45% | 22.67% | 19.47% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | AU$48.34M | 23.67 | 2.40% | 1.78% | -5.10% | ― | |
61 Neutral | AU$51.33M | 11.03 | 15.13% | 4.83% | 16.64% | 19.30% | |
58 Neutral | AU$10.98M | 1.75 | 19.93% | ― | ― | 29.55% | |
55 Neutral | AU$59.56M | 12.57 | 8.35% | 7.38% | 21.16% | 47.24% | |
51 Neutral | AU$33.09M | 58.82 | 2.42% | 2.08% | 18.17% | ― |
WT Financial Group Ltd. Corporate Events
WT Financial Group Ltd. announced the results of its Annual General Meeting held on November 28, 2025, where all resolutions were successfully passed by a poll. The approval of key resolutions, including the adoption of the remuneration report and the re-election of director Mr. Christos Kelesis, reflects strong shareholder support and may positively influence the company’s governance and strategic direction.
WT Financial Group Limited reported a strong financial performance for FY2025, with gross operating revenue reaching $217.4 million and net profit after tax increasing to $4.6 million. The company has made significant strategic advancements, including the establishment of the Investco joint venture and the launch of new Hubcos, which are designed to help practices corporatize and grow. Their AI-enabled Risk Management Framework has set industry standards, contributing to high adviser satisfaction and network cohesion. The company is well-positioned to lead consolidation in the advice sector, with a focus on expanding the Investco model and supporting practice growth.
WT Financial Group Ltd. announced a late lodgement of an Appendix 3Y form regarding a change in director Keith Cullen’s interest due to an oversight. The company emphasizes that its current compliance arrangements are adequate and enforced, ensuring adherence to relevant listing rules and internal policies.
WT Financial Group Limited has announced its Annual General Meeting, which will take place on November 28, 2025, at their Sydney office. The meeting will provide shareholders with an opportunity to participate and vote, with detailed instructions available on the company’s website and ASX announcements platform. This announcement is crucial for stakeholders as it outlines the governance process and shareholder engagement strategy, which are important for the company’s transparency and operational planning.
WT Financial Group Ltd. has released its Corporate Governance Statement, highlighting its compliance with the ASX Corporate Governance Council’s best practices, except for certain diversity recommendations. The company has a robust board policy that delineates the roles and responsibilities of the board and management, ensuring accountability and strategic direction. Despite not fully meeting gender diversity targets, the company maintains a merit-based approach to appointments, with a current board composition of 25% women.
WT Financial Group Ltd. has released its corporate governance statement for the financial year ending June 30, 2025, which is available on their website. The statement confirms the company’s adherence to the ASX Corporate Governance Council’s recommendations, demonstrating their commitment to transparency and accountability in their management and oversight practices.
WT Financial Group Limited reported a record performance for the financial year ending June 30, 2025, with significant increases in revenue and profit metrics. The company achieved strategic milestones, including launching the Investco joint venture and Hubco platforms, expanding its adviser network, and validating its B2B transformation strategy, positioning it for continued growth and enhanced industry presence.
WT Financial Group Ltd. has released its annual report for 2025, emphasizing the centrality of advice in its operations. The report highlights the company’s leadership and operational structure, listing key board members and its registered office details. The release does not provide specific financial details or forward-looking statements but underscores the company’s commitment to its advisory services and its presence in the financial industry.