Calamos Advisors’s WisdomTree WT Stock Holding History

Calamos Advisors’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$733K	Buy	+50,330	New	+$778K	﹤0.01%	847
2017 Q1	–	Sell	-80,300	Closed	-$895K	–	660
2016 Q4	$895K	Buy	+80,300	New	+$838K	0.01%	562
2016 Q1	–	Sell	-68,700	Closed	-$1.08M	–	653
2015 Q4	$1.08M	Sell	68,700 -15,500	-18%	-$285K	0.01%	520
2015 Q3	$1.36M	Sell	84,200 -129,645	-61%	-$2.73M	0.01%	514
2015 Q2	$4.7M	Sell	213,845 -5,515	-3%	-$116K	0.03%	374
2015 Q1	$4.71M	Sell	219,360 -1,373,426	-86%	-$25.6M	0.03%	375
2014 Q4	$25M	Sell	1,592,786 -2,727,227	-63%	-$37.9M	0.17%	161
2014 Q3	$49.2M	Sell	4,320,013 -796,792	-16%	-$9.06M	0.33%	87
2014 Q2	$63.2M	Buy	5,116,805 +1,994,667	+64%	+$22.6M	0.4%	70
2014 Q1	$41M	Buy	3,122,138 +2,990,965	+2,280%	+$45.7M	0.26%	110
2013 Q4	$2.32M	Sell	131,173 -1,630,937	-93%	-$23.2M	0.01%	422
2013 Q3	$20.5M	Buy	1,762,110 +1,656,444	+1,568%	+$20M	0.13%	171
2013 Q2	$1.22M	Buy	+105,666	New	+$1.24M	0.01%	441

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Calamos Advisors's WT Position: Q1 2026 in Review

Calamos Advisors opened a new position in WisdomTree (WT) in Q1 2026: 50,330 shares worth $733K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in WT as recently as Q4 2016.

Calamos Advisors first reported a position in WT in Q2 2013 and has held it in 13 quarters since. The position peaked at $63.2M in Q2 2014. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Calamos Advisors held 50,330 shares of WisdomTree worth $733K as of Q1 2026.
WisdomTree was a new Calamos Advisors position in Q1 2026.
WisdomTree made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #847 holding.
Calamos Advisors first reported a position in WisdomTree in Q2 2013 and has held it in 13 quarters since.
Calamos Advisors's WisdomTree position peaked at $63.2M in Q2 2014.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.