SCHEDULE 13G: Investment Advisers Disclose Significant Stake in Integrated Wellness

Westchester Capital Management and Virtus Investment Advisers have disclosed beneficial ownership stakes of 9.13% and 6.1% respectively in Integrated Wellness Acquisition Corp.

Summary

• Westchester Capital Management, LLC and Virtus Investment Advisers, LLC jointly filed a Schedule 13G regarding their beneficial ownership in Integrated Wellness Acquisition Corp.
• Westchester Capital Management, LLC beneficially owns 108,293 Class A ordinary shares, representing 9.13% of the issuer's outstanding shares.
• Virtus Investment Advisers, LLC beneficially owns 72,339 Class A ordinary shares, representing 6.1% of the issuer's outstanding shares.
• The reported shares outstanding for Integrated Wellness Acquisition Corp were 1,185,481 as of September 5, 2025, as stated in the issuer's Form 10-Q.
• The amounts reported by Virtus Investment Advisers, LLC are included within the aggregate amount reported by Westchester Capital Management, LLC.
• Both reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership by investment advisers, indicating passive investment intent. It does not contain operational or financial performance data to assess sentiment, thus it is neutral.

Positives

• Two investment advisers have taken significant passive stakes, indicating potential institutional interest in Integrated Wellness Acquisition Corp.
• The filing confirms the passive investment intent of the reporting persons, reducing concerns about potential activist campaigns.

Negatives

• No specific negative information is contained within this beneficial ownership disclosure.

Risks

• The filing itself does not detail risks related to the issuer's operations. It only states the reporting persons' passive investment intent, certifying that the securities were not acquired for the purpose of changing or influencing control.

Future Outlook

This filing does not provide any forward-looking statements or guidance regarding the issuer's future performance or operations.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

This filing reflects standard practice for investment advisers to disclose significant passive ownership stakes (5% or more) in public companies via Schedule 13G. Such disclosures provide transparency to the market regarding institutional holdings and are common for funds that invest across various public equities.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially signaling confidence from large investors.
• Management: Awareness of significant passive institutional holders.

Key Dates

Keywords

Integrated Wellness Acquisition Corp, Westchester Capital Management, Virtus Investment Advisers, Schedule 13G, Beneficial ownership, Class A ordinary shares, Investment adviser, Passive investment, SEC filing