Integrated Wellness Acquisition Corp received a Schedule 13G reporting significant holdings by two investment advisers. Westchester Capital Management, LLC reported beneficial ownership of 108,293 Class A ordinary shares, representing 9.13% of the class, with 35,954 shares under sole voting and dispositive power and 72,339 under shared voting and dispositive power. Virtus Investment Advisers, LLC reported 72,339 shares, or 6.10%, with shared voting and dispositive power over those shares.
Percentages are based on 1,185,481 shares outstanding as of September 5, 2025, as reported in the issuer’s Form 10-Q. The filing states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control. The date of event was September 30, 2025.
Positive
None.
Negative
None.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Integrated Wellness Acquisition Corp
(Name of Issuer)
Class A ordinary shares, $0.0001 par value per share
(Title of Class of Securities)
G4828B100
(CUSIP Number)
09/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
G4828B100
1
Names of Reporting Persons
Westchester Capital Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
35,954.00
6
Shared Voting Power
72,339.00
7
Sole Dispositive Power
35,954.00
8
Shared Dispositive Power
72,339.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
108,293.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.13 %
12
Type of Reporting Person (See Instructions)
IA
Comment for Type of Reporting Person: * Based on 1,185,481 Shares outstanding as of September 5, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on September 5, 2025.
SCHEDULE 13G
CUSIP No.
G4828B100
1
Names of Reporting Persons
Virtus Investment Advisers, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
72,339.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
72,339.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
72,339.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.1 %
12
Type of Reporting Person (See Instructions)
IA
Comment for Type of Reporting Person: * Based on 1,185,481 Shares outstanding as of September 5, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on September 5, 2025.
The amounts reported on this page are also included in the amounts reported by Westchester Capital Management, LLC on this Schedule 13G.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Integrated Wellness Acquisition Corp
(b)
Address of issuer's principal executive offices:
1441 Broadway, 6th Floor, New York, New York, 10018
Item 2.
(a)
Name of person filing:
This statement is being filed jointly by the following (each, a "Reporting Person," and collectively, the "Reporting Persons"): Westchester Capital Management, LLC ("Westchester"), a Delaware limited liability company, and Virtus Investment Advisers, LLC ("Virtus"), a Delaware limited liability company.
Virtus, a registered investment adviser, serves as the investment adviser to The Merger Fund ("MF"), The Merger Fund VL ("MF VL") and Virtus Westchester Credit Event Fund ("CEF"). Westchester, a registered investment adviser, serves as sub-advisor to each of MF, MF VL, CEF, Principal Funds, Inc - Global Multi-Strategy Fund ("PRIN") and JNL Multi-Manager Alternative Fund ("JARB", together with MF, MF VL, CEF and PRIN, the "Funds"). The Funds directly hold Ordinary Shares of the Company for the benefit of the investors in those Funds. Mr. Roy Behren and Mr. Michael T. Shannon each serve as Co-Presidents of Westchester.
(b)
Address or principal business office or, if none, residence:
Westchester Capital Management, LLC
100 Summit Lake Drive, Valhalla, NY 10595
Virtus Investment Advisers, LLC
One Financial Plaza, Hartford, CT 06103
(c)
Citizenship:
Each of Westchester and Virtus are organized under the laws of the State of Delaware.
(d)
Title of class of securities:
Class A ordinary shares, $0.0001 par value per share
(e)
CUSIP No.:
G4828B100
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
Westchester Capital Management, LLC: 108,293
Virtus Investment Advisers, LLC: 72,339
(b)
Percent of class:
Westchester Capital Management, LLC: 9.13%
Virtus Investment Advisers, LLC: 6.10%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Westchester Capital Management, LLC: 35,954
Virtus Investment Advisers, LLC: 0
(ii) Shared power to vote or to direct the vote:
Westchester Capital Management, LLC: 72,339
Virtus Investment Advisers, LLC: 72,339
(iii) Sole power to dispose or to direct the disposition of:
Westchester Capital Management, LLC: 35,954
Virtus Investment Advisers, LLC: 0
(iv) Shared power to dispose or to direct the disposition of:
Westchester Capital Management, LLC: 72,339
Virtus Investment Advisers, LLC: 72,339
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
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.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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