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NWL

Netwealth Group Ltd

Capital Markets

·

Financials

32

comments

16

fund managers

6

past 90 days

About Netwealth Group Ltd

Netwealth Group Ltd. is an Australian financial services and technology company headquartered in Melbourne. Founded in 1999 by Michael Heine, the firm provides portfolio administration, superannuation, retirement, investment, and managed accounts solutions. Netwealth serves financial intermediaries and private clients, delivering technology-driven wealth management infrastructure and investment services.

Commentary Volume

32

Comments

16

Fund managers

6

Past 90 days

SOURCE

ACTION

COMMENT PREVIEW

FUND MANAGER

DATE

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Source: Ipsum Capital Q4 Quarterly Letter  ·  Published 14 March 2025

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Source: Ipsum Capital Q4 Quarterly Letter  ·  Published 14 March 2025

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14 Mar 2025

ic

Ipsum Capital

"Lorem ipsum dolor sit amet...

Q4 Letter

14 Mar 2025

ic

Dolor Investments

"Lorem ipsum dolor sit amet...

Q4 Letter

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§ Important Notice

The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Commentary

Sector

Financials

Market cap

$5B

Fund managers

16 managers

First covered

31 Dec 2023

Last updated

31 Mar 2026

Company Details

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§ Reminder

The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Frequently asked questions about Netwealth Group Ltd (ASX:NWL)

Frequently asked questions

Who is investing in Netwealth Group Ltd (ASX:NWL)?

Fund managers including Oracle Advisory Group, Yarra Capital Management, Antares Capital, Hyperion Asset Management, Kardinia Capital, Tyndall Asset Management, Infinity Asset Management, Glennon Small Companies, Eiger Capital, Clime Investment Management, Wilson Asset Management, Regal Funds Management, Pengana Capital, LSN Capital Partners, Forager Funds and DS Capital have invested in Netwealth Group Ltd (ASX:NWL).

What is the short interest in Netwealth Group Ltd (ASX:NWL)?

The short interest in Netwealth Group Ltd (ASX:NWL) is 0.15% which makes it the 373rd most shorted stock on the ASX. Of the 245.4M shares that Netwealth Group Ltd has on issue, 374.0K have been sold short.

What does Netwealth Group Ltd (ASX:NWL) do?

Netwealth Group Ltd. is an Australian financial services and technology company headquartered in Melbourne. Founded in 1999 by Michael Heine, the firm provides portfolio administration, superannuation, retirement, investment, and managed accounts solutions. Netwealth serves financial intermediaries and private clients, delivering technology-driven wealth management infrastructure and investment services.

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