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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $2.9B AUM 470 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 183 Added 127 Reduced 37 Exited
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WORKIVA INC 110,000.0 $109K 0.00% -21K -16.0% $0.99
122 ITRON INC 109,000.0 $108K 0.00% -21K -16.1% $0.99
123 VARONIS SYS INC 106,000.0 $99K 0.00% -40K -27.4% $0.93
124 SHIFT4 PMTS INC 101,000.0 $98K 0.00% -36K -26.3% $0.97
125 SHAKE SHACK INC 103,000.0 $97K 0.00% -38K -26.9% $0.94
126 LIVE NATION ENTERTAINMENT IN 53,000.0 $77K 0.00% -64K -54.7% $1.46
127 NORTHERN OIL & GAS INC 70,000.0 $68K 0.00% -27K -27.8% $0.97
Page 7 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.9%
Financial Services 14.0%
Communication Services 12.9%
Consumer Cyclical 10.0%
Healthcare 7.4%
Industrials 4.4%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.6%
Energy 1.4%