Calamos Wealth Management - Q4 2025 13F Filings

CA

Calamos Wealth Management LLC

CIK: 0001455258
Address: Illinois Naperville 2020 Calamos Court
$2.9 B
Portfolio Value
470
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+5.68%
$2.86 B 98.64%
Options
+18.70%
$14.92 M 0.51%
Debt
-3.21%
$23.15 M 0.80%
Other
-95.61%
$1.3 M 0.04%

Sector Allocation (Stocks)

Calamos Wealth Management Q4 2025 Filing Summary

Calamos Wealth Management LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 2.9 B reflecting a +4.58% change from the prior quarter, spanning 470 assets. The top 10 holdings comprised 45.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 55 new positions and 27 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Calamos Wealth Management’s Q4 2025 Filing

Calamos Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Calamos Wealth Management reported a managed portfolio value of 2.9 B, consisting of 470 individual positions.

This page displays the raw filing documents. To see which stocks Calamos Wealth Management bought or sold during Q4 2025, please visit Calamos Wealth Management's Portfolio Analysis page.