Calamos Wealth Management LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,505,232
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 484 | 3,505,232 | 13F-HR | Calamos Wealth Management LLC |
| Q2 2026 | 7/31/2026 | 463 | 3,312,596 | 13F-HR | Calamos Wealth Management LLC |
| Q1 2026 | 5/4/2026 | 546 | 2,906,641 | 13F-HR | Calamos Wealth Management LLC |
| Q4 2025 | 1/29/2026 | 470 | 2,902,020 | 13F-HR | Calamos Wealth Management LLC |
| Q3 2025 | 10/20/2025 | 432 | 2,775,019 | 13F-HR | Calamos Wealth Management LLC |
| Q2 2025 | 7/29/2025 | 355 | 2,363,300 | 13F-HR | Calamos Wealth Management LLC |
| Q1 2014 | 5/16/2014 | 205 | 337,781 | 13F-HR | Calamos Wealth Management LLC |
| Q4 2013 | 2/14/2014 | 208 | 326,147 | 13F-HR | Calamos Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
27.23 K
(0.8% of total reported value)
· QoQ Δ:
+6.462 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.242 M | 64.5% | 100.7 K | 0 | 100.7 K |
| ETFs | 1.217 M | 35.0% | 92.94 K | 0 | 92.94 K |
| Debt | 18.71 K | 0.5% | 0 | 7.433 K | -7.433 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
3,505,232
Holdings
484
QoQ value change ($000)
192,636
(5.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.