Netwealth (NWL) is held by 25 ASX ETFs. Over the last year it fell 43.3%: on $10,000, −$4325. We explain 8 big moves in that time.
About NWL
- SectorFinancials
- IndustryFinancial Services
- Size$4.1b
- Held by25 ETFs
- Big moves8 in 1Y
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −8.1%25 Sep 2026· Regulatory
Netwealth shares fell sharply after a class action was formally opened against the company relating to the First Guardian matter, compounding an already-paid A$101 million liability with new legal risk.
- +6.7%7 Jul 2026· Contract
Netwealth announced strong FUA growth and secured a major Morgan Stanley platform deal, along with FY27 guidance.
- +10.0%8 Apr 2026· Unknown
Insufficient evidence from the provided news articles to explain the abnormal price movement.
- −6.4%2 Apr 2026· Sector Flow
Likely investor concerns over the company's fund flow performance or outlook, possibly highlighted in peer comparison articles.
- +7.5%25 Mar 2026· Unknown
No concrete driver identified; movement likely due to market sector flow or analyst commentary, but evidence is insufficient.
- +6.0%19 Feb 2026· Earnings Beat
Netwealth released strong earnings with a 24% revenue jump, record inflows, and a dividend hike, leading to a share price surge.
- +13.6%18 Feb 2026· Earnings Beat
Netwealth reported a strong earnings result with a 24% revenue jump, record inflows, and a dividend hike, driving shares up over 13%.
- +6.0%5 Feb 2026· Sector Flow
The price move is likely due to broad sector flows, as the stock rose despite a tech-sector selloff that hit peers like Xero and Wisetech Global, but no specific company news was found.
Held by 25 ETFs
Of every $10,000 in each fund, how much is in NWL today.
- AQLTBetaShares Australian Quality ETF$1641.64%
- MVSVanEck Small Companies Masters ETF$1481.48%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$760.76%
- ISOiShares S&P/ASX Small Ordinaries ETF$740.74%
- VSOVanguard MSCI Australian Small Companies Index ETF$460.46%
- GRPAGlobal X S&P Australia GARP ETF$350.35%
- IHHYiShares Global High Yield Bond (AUD Hedged) ETF$270.27%
- OZFSTATE STREET SPDR S&P/ASX 200 FINANCIALS EX A-REIT ETF$250.25%
- QFNBetaShares Australian Financials Sector ETF$230.23%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$210.21%
Why did NWL rise 6.0% on 5 Feb 2026?
Netwealth
The price move is likely due to broad sector flows, as the stock rose despite a tech-sector selloff that hit peers like Xero and Wisetech Global, but no specific company news was found.
The only major market news on the event date mentions a tech wipeout affecting XRO and WTC, with NWL potentially benefiting from a rotation out of those names. No NWL-specific announcement, broker note, or earnings report is referenced in the provided articles. The move is large in ATR terms but volume is only modestly elevated, suggesting a sector-driven reallocation rather than a fundamental catalyst.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 25 ETFs holding NWL
On $10,000 in each fund, at the weight it holds today
- AQLT1.64% of the fund+$10
- MVS1.48% of the fund+$9
- SSO0.76% of the fund+$5
- ISO0.74% of the fund+$4
- VSO0.46% of the fund+$3
- GRPA0.35% of the fund+$2
- IHHY0.27% of the fund+$2
- OZF0.25% of the fund+$2
- QFN0.23% of the fund+$1
- EX200.21% of the fund+$1
The 10 that hold it most. All 25 are listed on the page under Held by.