Key facts
- WELNF - Integrated Wellness Acquisition Corp has 14 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are not currently available.
Insider Transactions Reported by 14 Insiders of Integrated Wellness Acquisition Corp
- Symbol
- WELNF on OTC
- Location
- New York, NY
Change
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Research use
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 24 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Integrated Wellness Acquisition Corp executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | Former 10% owner | $4,980,887 | Filing P/S | 19 Sep 2024 | ||
| MIZUHO SECURITIES USA LLC | 10%+ Owner | $4,600,858 | Filing P/S | 09 Dec 2024 | ||
| John Zhong Chen | Director | Mixed | 12 Feb 2024 | |||
| Matthew Malriat | Chief Financial Officer, Director | Mixed | 12 Feb 2024 | |||
| Donald G. Fell | Director | Mixed | 12 Feb 2024 | |||
| Michael L. Peterson | Director | Mixed | 12 Feb 2024 | |||
| Surendra K. Ajjarapu | Chief Executive Officer, Director | Mixed | 12 Feb 2024 | |||
| Binson Lau | Director, Chairman of the Board of Dir. | Mixed | 12 Feb 2024 | |||
| Steven Schapera | Chief Executive Officer, Director | Mixed | 08 Dec 2021 | |||
| Powell Scott Brady | Director | Mixed | 08 Dec 2021 | |||
| Gael Forterre | Director | Mixed | 08 Dec 2021 | |||
| Yueh Eric Seto | Director | Mixed | 12 Feb 2024 | |||
| Robert Quandt | Chief Operating Officer, Director | Mixed | 08 Dec 2021 | |||
| IWH Sponsor LP | 10%+ Owner | Mixed | 01 Feb 2024 |
Top shareholders of Integrated Wellness Acquisition Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Suntone Investment Pty Ltd |
13D/G
|
— |
63%
|
2,000,000
|
$23,720,000 | $0 | 11 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
11%
|
74,003,756
|
$14,631,282,547 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
6.5%
|
45,352,434
|
$8,966,629,726 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
6%
|
41,863,049
|
$8,276,743,417 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
6%
|
41,560,777
|
$8,216,981,221 | — | 31 Mar 2026 | |
| COHEN & STEERS, INC. |
13F
|
Company |
5.1%
|
35,845,277
|
$7,086,971,000 | — | 31 Mar 2026 | |
| Capital International Investors |
13F
|
Company |
5.1%
|
35,817,366
|
$7,079,719,683 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
3.2%
|
22,175,983
|
$4,384,413,530 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
3.1%
|
21,750,501
|
$4,300,291,471 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
17,767,889
|
$3,513,667,672 | — | 31 Mar 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
2.5%
|
17,215,818
|
$3,403,742,000 | — | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.4%
|
16,950,076
|
$3,351,199,526 | — | 31 Mar 2026 | |
| Capital World Investors |
13F
|
Company |
1.8%
|
12,722,329
|
$2,515,331,667 | — | 31 Mar 2026 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.4%
|
9,606,655
|
$1,899,340,506 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
9,046,607
|
$1,788,605,588 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
8,999,817
|
$1,779,353,819 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
8,829,439
|
$1,745,668,385 | — | 31 Mar 2026 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
1.3%
|
8,768,922
|
$1,733,703,568 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
8,666,680
|
$1,692,602,817 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
8,345,022
|
$1,649,843,512 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
1.2%
|
8,170,874
|
$1,615,463,500 | — | 31 Mar 2026 | |
| Legal & General Group Plc |
13F
|
Company |
1%
|
7,239,197
|
$1,431,261,648 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.97%
|
6,734,131
|
$1,331,405,064 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
0.95%
|
6,634,404
|
$1,311,687,917 | — | 31 Mar 2026 | |
| Capital Research Global Investors |
13F
|
Company |
0.94%
|
6,534,932
|
$1,291,814,103 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.78%
|
5,442,019
|
$1,075,941,637 | — | 31 Mar 2026 | |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.75%
|
5,242,709
|
$1,036,535,996 | — | 31 Mar 2026 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.74%
|
5,144,394
|
$1,017,098,137 | — | 31 Mar 2026 | |
| Daiwa Securities Group Inc. |
13F
|
Company |
0.61%
|
4,283,582
|
$846,906,997 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.57%
|
3,972,536
|
$785,410,111 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.56%
|
3,926,660
|
$776,339,949 | — | 31 Mar 2026 | |
| Resolution Capital Ltd |
13F
|
Company |
0.52%
|
3,605,925
|
$712,927,432 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.51%
|
3,560,107
|
$694,793,170 | — | 31 Mar 2026 | |
| Amundi |
13F
|
Individual |
0.48%
|
3,331,121
|
$658,595,934 | — | 31 Mar 2026 | |
| WCM INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.47%
|
3,256,983
|
$636,088,780 | — | 31 Mar 2026 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.46%
|
3,231,108
|
$639,047,876 | — | 31 Mar 2026 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.46%
|
3,177,717
|
$628,266,428 | — | 31 Mar 2026 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.44%
|
3,035,898
|
$600,227,394 | — | 31 Mar 2026 | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
13F
|
Company |
0.43%
|
3,006,833
|
$594,480,952 | — | 31 Mar 2026 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.41%
|
2,869,519
|
$567,016,735 | — | 31 Mar 2026 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.38%
|
2,658,479
|
$525,607,436 | — | 31 Mar 2026 | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.38%
|
2,632,540
|
$520,479,483 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.35%
|
2,464,410
|
$487,238,502 | — | 31 Mar 2026 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
0.31%
|
2,137,546
|
$422,614,220 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.3%
|
2,079,154
|
$411,069,537 | — | 31 Mar 2026 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.29%
|
2,035,089
|
$377,732,869 | — | 31 Mar 2026 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.29%
|
2,030,294
|
$398,729,439 | — | 31 Mar 2026 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.29%
|
2,027,043
|
$400,766,672 | — | 31 Mar 2026 | |
| Swiss National Bank |
13F
|
Company |
0.29%
|
2,014,200
|
$398,227,482 | — | 31 Mar 2026 | |
| National Pension Service |
13F
|
Company |
0.28%
|
1,953,024
|
$386,132,375 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for Integrated Wellness Acquisition Corp
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* An asterisk sign (*) next to the price indicates that the price is likely invalid.