Waverly Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Waverly Advisors’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Sell	20,870 -8,196	-28%	-$69.6K	﹤0.01%	1632
2026 Q1	$211K	Buy	29,066 +593	+2%	+$4.62K	﹤0.01%	1469
2025 Q4	$211K	Buy	28,473 +96	+0.3%	+$717	﹤0.01%	1371
2025 Q3	$214K	Buy	28,377 +94	+0.3%	+$684	﹤0.01%	1192
2025 Q2	$202K	Sell	28,283 -696	-2%	-$4.57K	﹤0.01%	1121
2025 Q1	$185K	Sell	28,979 -1,979	-6%	-$13.4K	﹤0.01%	1057
2024 Q4	$209K	Buy	+30,958	New	+$219K	﹤0.01%	913

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors's CHW Position: Q2 2026 in Review

Waverly Advisors reduced its Calamos Global Dynamic Income Fund (CHW) stake by 28% in Q2 2026, selling an estimated $69.6K and leaving 20,870 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Waverly Advisors first reported a position in CHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $214K in Q3 2025. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Waverly Advisors held 20,870 shares of Calamos Global Dynamic Income Fund worth $186K as of Q2 2026.
Waverly Advisors sold 8,196 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $69.6K.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1632 holding.
Waverly Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's Calamos Global Dynamic Income Fund position peaked at $214K in Q3 2025.
103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.