Calamos Wealth Management LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,906,641
- Description
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- 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 |
|---|---|---|---|---|---|
| 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):
11.19 K
(0.4% of total reported value)
· QoQ Δ:
-3.727 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.971 M | 68.1% | 0 | 284.3 K | -284.3 K |
| ETFs | 901.4 K | 31.1% | 292.6 K | 0 | 292.6 K |
| Debt | 22.96 K | 0.8% | 5 | 0 | 5 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
2,906,641
Holdings
546
QoQ value change ($000)
4,621
(0.2%)
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.