Integrated Wellness Acquisition Corp - Class A ordinary shares, par value $0.0001 per share (WEL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2022 to Q3 2025

Type / Class
Equity / Class A ordinary shares, par value $0.0001 per share
Symbol
WEL on NYSE
Shares outstanding
1,186,123
Price per share
$12.33
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
53,530
Total reported value
$660,025
Share change
0
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Integrated Wellness Acquisition Corp - Class A ordinary shares, par value $0.0001 per share (WEL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Suntone Investment Pty Ltd 63% $24,000,000 2,000,000 Suntone Investment Pty Ltd 11 Dec 2024
BANK OF NOVA SCOTIA 21% 250,000 BANK OF NOVA SCOTIA 31 Jul 2025
BERKLEY W R CORP 10% $1,458,000 121,500 W. R. Berkley Corporation 17 Dec 2024
Westchester Capital Management, LLC 9.1% +$1,310,345 108,293 Westchester Capital Management, LLC 30 Sep 2025
MIZUHO FINANCIAL GROUP INC 8.9% +1.1% -$3,251,212 105,006 -72% Mizuho Financial Group, Inc. 30 Jun 2025
LMR Partners LLP 8.4% 100,000 LMR Partners LLP 30 Jun 2025

As of 30 Sep 2025, 1 institutional investors reported holding 53,530 shares of Integrated Wellness Acquisition Corp - Class A ordinary shares, par value $0.0001 per share (WEL). This represents 4.5% of the company’s total 1,186,123 outstanding shares.

Institutional Holders of Integrated Wellness Acquisition Corp - Class A ordinary shares, par value $0.0001 per share (WEL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 53,530 $660,025 $12.33 1
2025 Q2 53,530 $647,713 -$64,541 $12.10 1
2025 Q1 58,864 $704,896 -$5,244,213 $11.98 1
2024 Q4 500,588 $5,953,819 -$40,320,694 $12.00 3
2024 Q3 3,918,909 $46,188,109 +$551,475 $11.79 20
2024 Q2 3,843,281 $44,481,592 +$81,798 $11.58 21
2024 Q1 3,837,739 $43,610,754 -$707,908 $11.38 20
2023 Q4 3,910,588 $43,872,384 -$12,787,117 $11.22 24
2023 Q3 5,083,435 $55,681,674 +$2,998,636 $10.96 23
2023 Q2 4,816,101 $51,540,475 -$62,501,189 $10.71 26
2023 Q1 10,741,304 $112,795,633 +$11,246,769 $10.50 49
2022 Q4 9,689,649 $99,821,509 +$2,365,519 $10.30 45
2022 Q3 9,464,220 $95,668,000 +$5,985,157 $10.11 45
2022 Q2 8,878,801 $88,526,000 +$11,404,722 $9.97 44
2022 Q1 7,719,979 $76,971,000 +$70,707,948 $9.97 36