Netwealth (NWL) is held by 25 ASX ETFs. Over the last 3 months it fell 24.2%: on $10,000, −$2417. We explain 2 big moves in that time.
About NWL
- SectorFinancials
- IndustryFinancial Services
- Size$4.1b
- Held by25 ETFs
- Big moves2 in 3M
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.
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 6.7% on 7 Jul 2026?
Netwealth
Netwealth announced strong FUA growth and secured a major Morgan Stanley platform deal, along with FY27 guidance.
The most significant news on the event date is the announcement of a new platform agreement with Morgan Stanley and FY27 guidance, which directly corresponds to the stock's upward move. While the FUA growth could be seen as an operational update, the specific contract award is a clear, stock-specific catalyst that fits the magnitude of the move.
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+$11
- MVS1.48% of the fund+$10
- SSO0.76% of the fund+$5
- ISO0.74% of the fund+$5
- 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+$2
- EX200.21% of the fund+$1
The 10 that hold it most. All 25 are listed on the page under Held by.