Integrated Wellness Acq - AWELNF

13F holders, Q4 2024 (December 31)
3holders −17
0new positions
17sold out
$11.89avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Integrated Wellness Acq - A (WELNF) in their 13F filings, down 17 from Q3 2024. 0 opened new positions and 17 sold out. The largest holders were Mizuho Securities USA LLC ($4.5M), Karpus Management, Inc. ($783K) and Crossingbridge Advisors, LLC ($710K).

Company
Integrated Wellness Acq - A
CUSIP
G4828B100
Latest filing quarter
Q4 2025

History

Number of 13F holders

0510152025 Q1 2024: 20Q1 2024Q2 2024: 21Q2 2024Q3 2024: 20Q3 2024Q4 2024: 3Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits17$37.6M

All 13F filers, Q3 2024 → Q4 2024: 50,678 shares bought and 3,267,345 shares sold, net −3,216,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Mizuho Securities USA LLC 0.08% Add +15.6% 376,499 $4.5M
Karpus Management, Inc. 0.02% No change 65,225 $783K
Crossingbridge Advisors, LLC 0.59% Reduce -58.2% 58,864 $710K

"% of holder's portfolio" is WELNF's weight in each manager's 13F, not the share of Integrated Wellness Acq - A the manager owns.