KPF
WEL

K2 Principal Fund’s Integrated Wellness Acquisition Corp WEL Stock Holding History

K2 Principal Fund’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-72,000
Closed -$849K – 390
2024
Q3 		$849K Buy
+72,000
New +$842K 0.12% 141
2023
Q4 		– Sell
-100,000
Closed -$1.1M – 301
2023
Q3 		$1.1M Buy
+100,000
New +$1.09M 0.23% 86

Other funds holding WEL

MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

K2 Principal Fund's WEL Position: Q4 2024 in Review

K2 Principal Fund sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 72,000 shares — an estimated $849K sold.

K2 Principal Fund first reported a position in WEL in Q3 2023 and held it in 2 quarters. The position peaked at $1.1M in Q3 2023. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • K2 Principal Fund reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • K2 Principal Fund sold 72,000 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $849K.
  • K2 Principal Fund first reported a position in Integrated Wellness Acquisition Corp in Q3 2023 and held it in 2 quarters.
  • K2 Principal Fund's Integrated Wellness Acquisition Corp position peaked at $1.1M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on K2 Principal Fund's 13F filing for Q4 2024, filed 14 Feb 2025.