Company WAM Leaders Limited

Equities

WLE

AU000000WLE6

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sector Other Investment Management & Fund Operators

Market Closed - Australian S.E. Other stock markets 07:10:37 17/05/2024 BST			5-day change	1st Jan Change
1.41 ^AUD	+1.44%		+0.71%	+2.92%

03-12	Australian Shares Inch Up Ahead of US Inflation Data	MT
03-12	WAM Leaders Acquiring QV Equities	MT

WAM Leaders Limited is an Australia-based investment company. The principal activity of the Company is making investments in listed companies. The Companyâs investment objectives are to deliver a stream of fully franked dividends, provide capital growth and preserve capital. The Company invests in various sectors, such as financials, materials, health care, consumer discretionary, industrials, consumer staples, energy, real estate, communication services, information technology and utilities. The Companyâs investment manager is MAM Pty Limited.

AUD in Million	2022	Weight	2023	Weight	Delta
Investment and Related Activities 100.0 %	135	100.0 %	195	100.0 %	+44.93%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	135	100.0 %	195	100.0 %	+44.93%

Managers	Title	Age	Since
Kate Thorley CEO	Chief Executive Officer	-	29/02/16
Jesse Hamilton DFI	Director of Finance/CFO	-	31/10/20
Geoffrey Wilson CHM	Chairman	65	29/02/16
Linda Kiriczenko SEC	Corporate Secretary	-	30/04/16

Members of the board	Title	Age	Since
Geoffrey Wilson CHM	Chairman	65	29/02/16
Kate Thorley CEO	Chief Executive Officer	-	29/02/16
Lindsay Mann BRD	Director/Board Member	-	29/02/16
Alexa Henderson BRD	Director/Board Member	63	31/05/23
Ian Langford BRD	Director/Board Member	-	05/04/23

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	1,260,001,474	1,192,427,058 ( 94.64 %)	0	94.64 %

Name	Equities	%	Valuation
Netwealth Investments Ltd. 2.185 %	27,529,144	2.185 %	25 M $
Geoffrey Wilson 1.028 %	12,950,842	1.028 %	12 M $
Australian Investors Pty Ltd. 0.6215 %	7,830,813	0.6215 %	7 M $
MLC Investments Ltd. 0.6093 %	7,677,050	0.6093 %	7 M $
Gold Tigers Equities Pty Ltd. 0.5254 %	6,620,576	0.5254 %	6 M $
Lekk Pty Ltd. 0.4158 %	5,239,500	0.4158 %	5 M $
Jorlyn Pty Ltd. 0.3231 %	4,071,600	0.3231 %	4 M $
Sysha Pty Ltd. 0.3167 %	3,990,400	0.3167 %	4 M $
Sterda Pty Ltd. 0.2178 %	2,744,000	0.2178 %	2 M $
Guwarra Pty Ltd. 0.1957 %	2,465,907	0.1957 %	2 M $

WAM Leaders Ltd.

Governor Phillip Tower 1 Farrer Place

2000, Sydney

http://www.wilsonassetmanagement.com.au/fund/wam-leaders

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Other Investment Management & Fund Operators

	1st Jan change	Capi.
WAM LEADERS LIMITED	+2.92%	1.19B
UBS GROUP AG	+5.52%	97.29B
BROOKFIELD CORPORATION	+13.89%	68.9B
APOLLO GLOBAL MANAGEMENT, INC.	+21.34%	64.34B
BANK OF NEW YORK MELLON CORPORATION (THE)	+14.31%	44.5B
AMERIPRISE FINANCIAL, INC.	+14.29%	43.12B
3I GROUP PLC	+22.18%	36.25B
T. ROWE PRICE GROUP INC.	+8.42%	26.07B
STATE STREET CORPORATION	+0.71%	23.5B
PRINCIPAL FINANCIAL GROUP, INC.	+8.24%	19.95B

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