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

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Equity / Class A ordinary shares, $0.0001 par value per share
Symbol
WELNF on OTC
Shares outstanding
1,186,123
Price per share
$12.84
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
217,405
Total reported value
$2,784,860
% of total 13F portfolios
0%
Share change
+163,875
Value change
+$2,094,323
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Integrated Wellness Acquisition Corp - Class A ordinary shares, $0.0001 par value per share (WELNF) 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% $23,720,000 2,000,000 Suntone Investment Pty Ltd 11 Dec 2024
BERKLEY W R CORP 10% $1,458,000 121,500 W. R. Berkley Corporation 17 Dec 2024
LMR Partners LLP 8.4% $1,210,000 100,000 LMR Partners LLP 30 Jun 2025

As of 31 Dec 2025, 2 institutional investors reported holding 217,405 shares of Integrated Wellness Acquisition Corp - Class A ordinary shares, $0.0001 par value per share (WELNF). This represents 18% of the company’s total 1,186,123 outstanding shares.

Top 2 Institutional Shareholders

The largest institutional shareholders of Integrated Wellness Acquisition Corp - Class A ordinary shares, $0.0001 par value per share (WELNF) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 14% 163,875 0.43% $2,094,323
Crossingbridge Advisors, LLC 4.5% 53,530 0% 0.2% $690,537

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 217,405 $2,784,860 +$2,094,323 $12.84 2
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 $46,187,646 +$551,013 $11.79 20
2024 Q2 3,843,281 $44,481,592 +$81,797 $11.58 21
2024 Q1 3,837,739 $43,610,754 -$736,070 $11.38 20
2023 Q4 3,910,588 $43,872,384 -$12,787,116 $11.22 24
2023 Q3 5,083,435 $55,681,674 +$2,998,648 $10.96 23
2023 Q2 4,816,101 $51,540,475 -$62,501,348 $10.71 25
2023 Q1 10,741,304 $112,795,783 +$11,247,665 $10.50 49
2022 Q4 9,689,649 $99,821,509 +$3,393,518 $10.30 45
2022 Q3 9,464,220 $95,668,000 +$5,985,163 $10.11 45
2022 Q2 8,878,801 $88,526,000 +$10,557,683 $9.97 44
2022 Q1 7,719,979 $76,971,000 +$75,593,000 $9.97 36