Calamos Advisors
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Calamos Advisors’s Perella Weinberg Partners PWP Stock Holding History

Calamos Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-79,562
Closed -$1.7M – 989
2025
Q3 		$1.7M Buy
+79,562
New +$1.7M 0.01% 644
2025
Q1 		– Sell
-93,601
Closed -$2.23M – 963
2024
Q4 		$2.23M Buy
+93,601
New +$2.17M 0.01% 600

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calamos Advisors's PWP Position: Q4 2025 in Review

Calamos Advisors sold out of Perella Weinberg Partners (PWP) in Q4 2025, closing a stake of 79,562 shares — an estimated $1.7M sold.

Calamos Advisors first reported a position in PWP in Q4 2024 and held it in 2 quarters. The position peaked at $2.23M in Q4 2024. 170 funds tracked by Wall St. Rank hold PWP as of Q4 2025.

  • Calamos Advisors reported no remaining Perella Weinberg Partners position as of Q4 2025 after selling out during the quarter.
  • Calamos Advisors sold 79,562 Perella Weinberg Partners shares in Q4 2025, an estimated $1.7M.
  • Calamos Advisors first reported a position in Perella Weinberg Partners in Q4 2024 and held it in 2 quarters.
  • Calamos Advisors's Perella Weinberg Partners position peaked at $2.23M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2025.

Based on Calamos Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.