WAM Global Limited

WAM Global Limitedverified

WGB.AX

Price:

$2.47

Market Cap:

$885.77M

WAM Global Limited is a listed investment company launched and managed by Wilson Asset Management (International) Pty Limited. The firm invests in the public equity markets across the globe. It primarily invests in value stocks of companies. WAM Global Limited is based in Sydney, Australia.

Industry

Asset Management - Global

IPO Date

2018-06-22

Stock Exchange

ASX

Ticker

WGB.AX

The ROE as of December 2025 (TTM) for WAM Global Limited (WGB.AX) is 11.44%

According to WAM Global Limited’s latest financial reports and current stock price. The company's current ROE is 11.44%. This represents a change of -23.92% compared to the average of 15.04% of the last 4 quarters.

WAM Global Limited (WGB.AX) Historical ROE (quarterly & annually)

How has WGB.AX ROE performed in the past?

The mean historical ROE of WAM Global Limited over the last ten years is 5.37%. The current 11.44% ROE has changed 113.15% with respect to the historical average. Over the past ten years (40 quarters), WGB.AX's ROE was at its highest in in the December 2022 quarter at 46.33%. The ROE was at its lowest in in the January 2020 quarter at 0%.

Quarterly (TTM)
Annual

Average

5.37%

Median

9.66%

Minimum

-15.25%

Maximum

15.59%

WAM Global Limited (WGB.AX) ROE by Quarter and Year

Discovering the peaks and valleys of WAM Global Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.38%

Maximum Annual ROE = 15.59%

Minimum Annual Increase = -197.77%

Minimum Annual ROE = -15.25%

Quarterly (TTM)
Annual
YearROEChange
202511.48%28.86%
20248.91%-14.36%
202310.41%-168.25%
2022-15.25%-197.77%
202115.59%1.38%

WAM Global Limited (WGB.AX) Average ROE

How has WGB.AX ROE performed in the past?

The current ROE of WAM Global Limited (WGB.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

10.27%

5-year avg

6.23%

10-year avg

5.37%

WAM Global Limited (WGB.AX) ROE vs. Peers

How is WGB.AX’s ROE compared to its peers?

WAM Global Limited’s ROE is less than Future Generation Global Limited (12.84%), less than Carlton Investments Limited (4.00%), less than Djerriwarrh Investments Limited (4.46%), less than Regal Partners Limited (4.96%), less than Hearts and Minds Investments Limited (13.50%), less than Argo Global Listed Infrastructure Limited (11.46%), less than Australian Ethical Investment Ltd. (53.47%), less than Heartland Group Holdings Limited (3.19%), less than Plato Income Maximiser Limited (9.87%), less than Credit Corp Group Limited (10.60%),

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