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WiseTech Global (ASX:WTC) remains one of the most debated technology stocks on the ASX. In September 2026, Datt Capital described WiseTech as one of the market's highest-quality technology companies with a global customer base and significant upside, despite past governance controversies linked to its founder. First Sentier Investors noted the shares remain well below their level a year earlier despite trading near 22 times earnings, and expects organic growth to trough as the business shifts to transaction-based pricing. WiseTech operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 117 comments from 39 fund managers, including Datt Capital, First Sentier, Seneca Financial Solutions and Solaris. Founded in 1994 by Richard White and Maree Isaacs and headquartered in Sydney, WiseTech develops CargoWise, the logistics execution software used by freight forwarders, customs brokers and supply chain operators worldwide.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Cooper Investors, Endeavor Asset Management, Oracle Advisory Group, ELM Responsible Investments, Firetrail Investments, Ten Cap, Antares Capital, Wilson Asset Management, Smallco Investment Manager, Hyperion Asset Management, ECP Asset Management, Selector Funds Management, QVG Capital, Blackwattle Investment Partners, Medallion Financial, First Sentier Investors, Pendal Group, Perennial Partners, Mint Asset Management, Yarra Capital Management, Atlas Funds Management, Clime Investment Management, LHC Capital, TMS Capital, Plato Investment Management, Sage Capital, Market Partners, Phoenix Growth Fund, Quest Asset Partners, Datt Capital, Australian Eagle Asset Management, Ellerston Capital, Auscap Asset Management, Paradice Investment Management, DS Capital, Vertium Asset Management, Katana Asset Management, Seneca Financial Solutions, Solaris Investment Management, Maple-Brown Abbott and Ralton Asset Management have invested in WiseTech Global Ltd (ASX:WTC).
Datt Capital points to resilient EBIT margins of around 46%, cost synergies delivered about a year ahead of guidance and customer attrition below 1% through the new pricing model transition, viewing post-result weakness as an overreaction. First Sentier expects organic growth to trough in the first half of FY27 before re-accelerating as transaction-based pricing beds in, with Australian software lagging the US recovery.
Fund managers cite governance issues linked to the founder and a cooling of enthusiasm for the growth story amid weaker earnings, according to Solaris. Seneca Financial Solutions cautions that WiseTech redefined its underlying earnings measure to exclude restructuring and divestment costs despite being a serial acquirer, and slower organic growth during the pricing transition is a near-term headwind.
WiseTech Global Ltd. is an Australian-headquartered software company providing technology solutions to the logistics services industry. Founded on August 2, 1994, by Maree McDonald Isaacs and Richard John White, the company is based in Sydney, Australia. WiseTech Global specializes in developing integrated software platforms for global trade and freight logistics management.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.