)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Wam Leaders
Wam Leaders (WLE) investor relations material
Wam Leaders H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary11 Aug, 2026
Executive summary
Portfolio delivered a 14.0% increase for FY2026, outperforming the S&P/ASX 200 Accumulation Index by 7.9%.
Total shareholder return was 24.7% including franking credits for the year ended 30 June 2026; 21.0% excluding franking credits.
Since inception in May 2016, annualized return is 12.1% per annum as at 30 June 2026, outperforming the benchmark by 2.9% per annum.
Fully franked full-year dividend increased to AUD 0.096 (9.6 cents) per share.
Share purchase plan (SPP) allows eligible shareholders to invest up to AUD 30,000 at a discount to market price.
Financial highlights
Fully franked dividend yield for FY2026 is 7.0%, grossed-up yield is 10.0%.
96.5 cents per share in fully franked dividends paid since inception, including franking credits.
Share price moved from a 7.8% discount to NTA to a 0.2% premium over the year.
Profit reserve supports approximately 2.5 years of dividends; franking credit reserve covers 1.3 years.
Portfolio held 4.7% in cash at 30 June 2026.
Outlook and guidance
Expecting a regime change in markets, with volatility rising and leverage coming out of the system.
Anticipate RBA to end its hiking cycle, with potential rate cuts in FY2027, providing a tailwind for equities.
Portfolio positioned for value over momentum, expecting value to outperform in the next six months.
Portfolio remains focused on high-quality companies trading at attractive valuations.
Management expects market volatility to create opportunities for active managers.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Wam Leaders
- Strong FY2026 outperformance, higher dividends, and a value-focused, active investment strategy.WLE
Investor presentation - Profit after tax surged to $99.94 million, with a portfolio return of 8.4% and higher dividends.WLEH1 2026
- 11.8% annualized return since inception, 10.1% yield, and 7.9% YTD gain with defensive positioning.WLEH2 2025
- 7.2% fully franked dividend yield and QVE merger support future dividends despite underperformance.WLEH2 2024
- Profit and dividend rose, with a 4.7 cps interim dividend and robust long-term returns.WLEH1 2025
- WAM Leaders anticipates 2025 volatility as an opportunity, backed by strong returns and dividends.WLEInvestor Update
Next Wam Leaders earnings date
H1 20279 Mar, 2027
Wam Leaders
Next Wam Leaders earnings date
H1 20279 Mar, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
WAM Leaders Ltd is an investment company that focuses on investing in large-cap companies listed on the Australian Securities Exchange. The company aims to deliver capital growth and income by actively managing a diversified portfolio of Australian equities. Its investment strategy involves fundamental research, stock selection, and risk management to identify opportunities across various sectors. WAM Leaders Ltd is managed by Wilson Asset Management and targets companies with established business models and consistent earnings. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.