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About the company
WAM Alternative Assets Limited is an Australia-based investment company. The principal activity of the Company is to provide retail investors with exposure to a portfolio of real assets, private equity, infrastructure, real estate and private debt strategies. The Company’s investment objectives are to deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits to shareholders. It engages in investing activities, including cash, term deposits and unlisted investments. The Company categorizes its unlisted investments into five categories: private equity, private real estate, real assets, infrastructure and private debt. Its investment portfolio includes consumer discretionary, industrials, information technology, financials, healthcare, communication services, energy, materials, consumer staples, utilities, and real estate. The Company's investment manager is Wilson Asset Management.
- Revenue in AUD (TTM)11.91m
- Net income in AUD6.23m
- Incorporated2014
- Employees--
- LocationWAM Alternative AssetsBrisbane Club TowerSe A L 10, 241 Adelaide StreetBRISBANE 4000AustraliaAUS
- Phone+61 73505-6222
- Fax+61 73270-7599
- Websitehttps://wilsonassetmanagement.com.au/about-us/
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thorney Opportunities Ltd | 19.72m | 8.54m | 109.94m | 0.00 | 13.44 | 0.7142 | -- | 5.57 | 0.048 | 0.048 | 0.1096 | 0.9032 | 0.1079 | -- | 86.07 | -- | 4.67 | 9.64 | 4.93 | 10.04 | 75.20 | 75.52 | 43.30 | 56.93 | -- | -- | 0.00 | 31.55 | -65.70 | -- | -75.62 | -- | -- | 5.79 |
| Lowell Resources Fund | 24.99m | 22.17m | 112.20m | 0.00 | 4.98 | 1.54 | -- | 4.49 | 0.542 | 0.542 | 0.6428 | 1.75 | 0.4088 | -- | 416.84 | -- | 36.28 | 16.16 | 38.81 | 17.53 | 90.93 | 78.76 | 88.74 | 74.21 | -- | -- | 0.00 | 40.04 | 661.26 | 5.93 | 1,406.73 | 5.10 | -- | 2.75 |
| Excelsior Capital Ltd | 5.16m | 1.00m | 123.52m | 65.00 | 123.26 | 1.09 | 117.63 | 23.96 | 0.0346 | 0.0346 | 0.1778 | 3.92 | 0.0437 | -- | 3.49 | -- | 0.8495 | 13.56 | 0.8692 | 15.31 | -- | -- | 19.43 | 33.13 | -- | 1.63 | 0.00 | 18.60 | 100.54 | -38.66 | -97.76 | -22.90 | -57.49 | 14.87 |
| Sandon Capital Investments Ltd | 37.08m | 24.65m | 128.09m | 0.00 | 5.09 | 0.9487 | -- | 3.45 | 0.1717 | 0.1717 | 0.2578 | 0.9223 | 0.2271 | -- | 78.57 | -- | 15.10 | 7.41 | 15.25 | 7.97 | 90.74 | 76.58 | 66.47 | 59.33 | -- | 14.31 | 0.2123 | 63.98 | 79.00 | -- | 71.68 | -- | -- | -6.81 |
| WAM Active Limited | 16.66m | 7.42m | 130.55m | 0.00 | 10.60 | 1.11 | -- | 7.84 | 0.0958 | 0.0958 | 0.2149 | 0.9126 | 0.212 | -- | 3.48 | -- | 9.44 | 4.51 | 10.65 | 4.82 | 73.98 | 69.92 | 44.52 | 43.69 | -- | -- | 0.00 | 142.22 | 21.27 | 183.90 | -10.63 | -- | -- | 0.00 |
| Ryder Capital Ltd | 3.95m | 2.22m | 161.10m | -- | 73.64 | 1.28 | -- | 40.75 | 0.0272 | 0.0272 | 0.0484 | 1.56 | 0.0319 | -- | 23.02 | -- | 1.79 | 0.7903 | 1.84 | 0.8175 | 59.31 | 17.18 | 56.12 | 26.34 | -- | -- | 0.00 | 686.25 | 6.76 | 3.11 | 9.26 | 24.14 | -- | 14.87 |
| Spheria Emerging Companies Ltd | 24.25m | 16.40m | 161.74m | 0.00 | 9.85 | 1.14 | -- | 6.67 | 0.2742 | 0.2742 | 0.4054 | 2.37 | 0.1718 | -- | 37.57 | -- | 11.62 | 8.66 | 11.79 | 8.83 | 88.99 | 81.11 | 67.64 | 62.36 | -- | -- | 0.00 | 54.34 | 100.57 | -- | 115.97 | -- | -- | 20.72 |
| Bailador Technology Investments Ltd | 39.65m | 19.25m | 173.07m | -- | 8.75 | 0.7027 | -- | 4.36 | 0.132 | 0.132 | 0.2685 | 1.64 | 0.1447 | -- | 98.88 | -- | 7.03 | 8.59 | 7.31 | 9.08 | 99.95 | -- | 48.55 | 48.74 | -- | -- | 0.00 | -- | -2.20 | -- | -6.89 | -- | -- | -- |
| Tribeca Global Natural Resources Ltd | 20.23m | 5.02m | 194.55m | -- | 41.46 | 1.23 | -- | 9.62 | 0.0637 | 0.0637 | 0.2567 | 2.15 | 0.0829 | -- | 0.444 | -- | 2.06 | 3.40 | 3.01 | 5.58 | 65.96 | 65.15 | 24.80 | 37.64 | -- | -- | 0.0364 | -- | 943.47 | -- | 152.31 | -- | -- | -- |
| Wam Alternative Assets Ltd | 11.91m | 6.23m | 200.93m | -- | 32.08 | 0.8834 | -- | 16.88 | 0.0318 | 0.0318 | 0.0607 | 1.15 | 0.0431 | -- | 2.70 | -- | 2.26 | 4.21 | 2.27 | 4.26 | 76.08 | 84.71 | 52.34 | 62.92 | -- | -- | 0.00 | 76.91 | 1.20 | 1.32 | -1.76 | 3.95 | -- | 7.34 |
| Euroz Hartleys Group Ltd | 98.68m | 10.26m | 206.03m | 45.00 | 20.02 | 1.68 | 16.65 | 2.09 | 0.0625 | 0.0625 | 0.6003 | 0.742 | 0.475 | -- | 3.84 | -- | 4.94 | 10.57 | 7.96 | 15.62 | 92.71 | 93.85 | 10.40 | 22.30 | -- | -- | 0.1024 | 101.13 | 10.60 | 14.75 | 87.67 | 35.26 | -27.44 | -10.01 |
| WAM Strategic Value Ltd | 18.53m | 11.51m | 210.75m | -- | 18.32 | 0.9096 | -- | 11.37 | 0.0639 | 0.0639 | 0.1029 | 1.29 | 0.0765 | -- | 18.59 | -- | 4.75 | -- | 4.95 | -- | 69.38 | -- | 62.08 | -- | -- | -- | 0.00 | -- | -51.66 | -- | -47.98 | -- | -- | -- |
| Cadence Capital Limited | 15.32m | 6.27m | 238.23m | -- | 38.24 | 0.8149 | -- | 15.55 | 0.0209 | 0.0209 | 0.0513 | 0.9817 | 0.0426 | -- | 36.94 | -- | 1.74 | 4.47 | 2.07 | 5.33 | 58.69 | 73.04 | 40.90 | 53.99 | -- | -- | 0.1436 | -- | -58.06 | -- | -70.95 | -- | -- | -- |
| WAM Research Limited | 6.01m | 28.49m | 256.40m | 30.00 | 8.84 | 1.13 | -- | 42.63 | 0.1391 | 0.1391 | 0.0293 | 1.09 | 0.0252 | -- | 2.31 | -- | 11.95 | 9.68 | 12.75 | 10.16 | -13.62 | -21.10 | 473.66 | 439.66 | -- | -- | 0.00 | 91.46 | 21.91 | 3.62 | -12.27 | -- | -- | 0.4049 |
| Staude Capital Global Value Fund Ltd | 46.92m | 24.25m | 270.85m | 0.00 | 9.67 | 1.05 | -- | 5.77 | 0.1386 | 0.1386 | 0.268 | 1.28 | 0.1841 | -- | 12.80 | -- | 9.52 | 9.09 | 10.15 | 9.68 | 76.55 | 76.46 | 51.69 | 52.59 | -- | -- | 0.00 | 57.75 | 17.80 | 58.13 | 21.07 | 180.85 | -- | 2.62 |
Data as of Feb 16 2026. Currency figures normalised to WAM Alternative Assets's reporting currency: Australian Dollar AUD
7.84%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Wilson Asset Management (International) Pty Ltd.as of 22 Sep 2025 | 7.87m | 3.99% |
| Netwealth Investments Ltd.as of 31 Jul 2025 | 7.58m | 3.85% |
Data from 31 Dec 2025 - 02 Feb 2026Source: FactSet Research Systems Inc.
