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Workiva shares owned by Calamos Wealth Management

Quarter-by-quarter ownership of Workiva shares owned by Calamos Wealth Management from 13F filings

Historical chart of Calamos Wealth Management investment in Workiva

Tip: Access up to 7 years of quarterly data

All positions including Workiva held by Calamos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva by Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $130k 131k 0.99
2025-06-30 $121k 130k 0.93
2025-03-31 $150k 161k 0.93

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Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl A (GOOGL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Calamos Wealth Management

Top funds holding Workiva

Linden Advisors
Franklin Resources
DeepCurrents Investment Group
Wolverine Asset Management
BlackRock
Highbridge Capital Management
Advent Capital Management
Calamos Advisors
Opti Capital Management
Lazard Asset Management
Tenor Capital Management
Camden Asset Management
MacKay Shields
State Street Corporation
Morgan Stanley

View all funds holding Workiva