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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $3.3B AUM 463 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 92 New 170 Added 160 Reduced 99 Exited
Page 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEUR ISHARES TR 2,715.0 $204K 0.01% NEW $75.17 +4.3%
82 LIBERTY MEDIA CORP DEL 178,000.0 $204K 0.01% NEW $1.14
83 UAL UNITED AIRLS HLDGS INC Industrials 1,487.0 $202K 0.01% NEW $135.99 -14.9%
84 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,465.0 $201K 0.01% NEW $136.95 +32.8%
85 VTRS VIATRIS INC Healthcare 12,330.0 $196K 0.01% NEW $15.88 +6.2%
86 WEC ENERGY GROUP INC 146,000.0 $181K 0.01% NEW $1.24
87 SITIME CORP 148,000.0 $164K 0.01% NEW $1.11
88 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 12,000.0 $141K 0.00% NEW $11.74 -4.2%
89 TRAVERE THERAPEUTICS INC 103,000.0 $121K 0.00% NEW $1.18
90 DOORDASH INC 107,000.0 $105K 0.00% NEW $0.98
91 WEC ENERGY GROUP INC 101,000.0 $105K 0.00% NEW $1.04
92 ARROWHEAD PHARMACEUTICALS IN 87,000.0 $105K 0.00% NEW $1.21
Page 5 of 5  ·  92 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 45.5%
Financial Services 12.7%
Communication Services 9.2%
Consumer Cyclical 9.0%
Healthcare 7.8%
Industrials 7.3%
Consumer Defensive 2.6%
Basic Materials 1.8%
Utilities 1.8%
Energy 1.3%