WCMNY
WEL

Westchester Capital Management (New York)’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Westchester Capital Management (New York)’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
-423,090
Closed -$4.99M – 214
2024
Q3 		$4.99M Hold
423,090
– – 0.21% 59
2024
Q2 		$4.9M Hold
423,090
– – 0.18% 78
2024
Q1 		$4.79M Hold
423,090
– – 0.18% 86
2023
Q4 		$4.75M Sell
423,090
-28,901
-6% -$320K 0.17% 90
2023
Q3 		$4.95M Hold
451,991
– – 0.14% 107
2023
Q2 		$4.84M Hold
451,991
– – 0.15% 138
2023
Q1 		$4.77M Buy
+451,991
New +$4.7M 0.14% 178

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 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 1.32% 1-Year Est. Return

Westchester Capital Management (New York)'s WEL Position: Q4 2024 in Review

Westchester Capital Management (New York) sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 423,090 shares — an estimated $4.99M sold.

Westchester Capital Management (New York) first reported a position in WEL in Q1 2023 and held it in 7 quarters. The position peaked at $4.99M in Q3 2024. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • Westchester Capital Management (New York) reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 423,090 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $4.99M.
  • Westchester Capital Management (New York) first reported a position in Integrated Wellness Acquisition Corp in Q1 2023 and held it in 7 quarters.
  • Westchester Capital Management (New York)'s Integrated Wellness Acquisition Corp position peaked at $4.99M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.