THE Australian Wealth Advisors Group Limited (ASX: WAG)
Sector: Financials
Market cap: A$44M (as of 2 Nov 2026)
Investment Holding Company
Data as of 2 Nov 2026.
Substantial holders — latest moves
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 5 Mar 2026 | The Unconditional Love Foundation Pty Ltd as trustee for The Unconditional Love Foundation (UCLF) | Increase | 5.370% → 6.430% | Filing ↗ |
| 17 Nov 2025 | THE AUSTRALIAN WEALTH ADVISORS GROUP LIMITED | Entry | ?% → 6.020% | Filing ↗ |
| 25 Aug 2025 | Lee IaFrate - Family | Entry | ?% → 25.48% | Filing ↗ |
| 30 July 2025 | The Australian Wealth Advisors Group Limited (AWAG) and its associates | Exit | 11.910% → ?% | Filing ↗ |
| 24 July 2025 | The Unconditional Love Foundation Pty Ltd as trustee for The Unconditional Love Foundation (UCLE) | Entry | ?% → 65.37% | Filing ↗ |
Director trades — on-market
| Date | Director | Trade | Source |
|---|---|---|---|
| 1 July 2025 | Mark John Stephen | Bought 47,271 | Filing ↗ |
| 11 Mar 2025 | Lee Darion Peter Iafrate | Bought 9,981 shares acquired on market | Filing ↗ |
| 26 Feb 2025 | Paul Young | Bought 200,000 | Filing ↗ |
| 25 Feb 2025 | Lee Darion Peter Iafrate | Bought 19,516 shares acquired on market | Filing ↗ |
| 5 Dec 2024 | Lee Darion Peter Iafrate | Bought 26,000 shares acquired on market | Filing ↗ |
Ask about WAG in Claude or ChatGPT
Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:
- Has WAG raised money in the last year, and at what discount?
- What was WAG's latest cash position and runway?
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