Integrated Wellness Acquisition Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

OTCPK:WELN.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
11 Dec 24	SellUS$776,750	Mizuho Financial Group, Inc., Asset Management Arm	Company		65,000	US$11.95
19 Sep 24	SellUS$35,310	Wolverine Asset Management, LLC	Company		3,000	US$11.77

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WELN.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	12,500	0.175%
Institutions	606,101	8.5%
Private Companies	2,862,500	40.1%
General Public	3,649,016	51.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 10 shareholders own 48.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.1%	Suntone Investment Pty Ltd	2,000,000	US$23.7m	0%	no data
12.1%	IWH Sponsor LP	862,500	US$10.2m	0%	no data
5.28%	Mizuho Financial Group, Inc., Asset Management Arm	376,499	US$4.5m	15.6%	0.01%
1.4%	Harraden Circle Investments, LLC	100,000	US$1.2m	0%	0.35%
0.91%	Karpus Management Inc.	65,225	US$773.6k	0%	0.02%
0.83%	CrossingBridge Advisors, LLC	58,864	US$698.1k	-58.2%	0.35%
0.18%	Surendra Ajjarapu	12,500	US$148.2k	0%	no data
0.044%	Maxam Capital Management Ltd.	3,116	US$37.0k	0%	0.29%
0.033%	Palmer Square Capital Management LLC	2,354	US$27.9k	0%	0.02%
0.0006%	Goldman Sachs Group, Investment Banking and Securities Investments	43	US$507.4	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/22 07:24
End of Day Share Price	2025/01/22 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Integrated Wellness Acquisition Corp is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.