WA
CPZ

WPG Advisers’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

WPG Advisers’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37
Closed -$549 – 1460
2024
Q4 		$549 Buy
+37
New +$574 ﹤0.01% 1328

Other funds holding CPZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

WPG Advisers's CPZ Position: Q1 2025 in Review

WPG Advisers sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2025, closing a stake of 37 shares — an estimated $549 sold.

WPG Advisers first reported a position in CPZ in Q4 2024 and held it in 1 quarter. The position peaked at $549 in Q4 2024. 51 funds tracked by Wall St. Rank hold CPZ as of Q1 2025.

  • WPG Advisers reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2025 after selling out during the quarter.
  • WPG Advisers sold 37 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2025, an estimated $549.
  • WPG Advisers first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and held it in 1 quarter.
  • WPG Advisers's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $549 in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.