Lloyd Wennlund
Net worth: 184 807 $ as of 2026-05-30
Net worth: 184 807 $ as of 2026-05-30
Lloyd A. Wennlund is currently the Chairman at Datum One Series Trust, Independent Trustee at Calamos Convertible Opportunities & Income Fund, Calamos Convertible & High Income Fund, Calamos Strategic Total Return Fund, Calamos Global Total Return Fund, Trustee at Calamos Dynamic Convertible & Income Fund, Calamos Global Dynamic Income Fund, Bates Group LLC, Independent Trustee at Calamos Long, and Trustee at Calamos Global Convertible & Dynamic Income Trust.
In the past, he worked as the Director at The Salvation Army, Director at Northern Trust Investments, Inc., President & Head-Business Unit at Northern Funds and Northern Institutional Funds, Member-Governors Board at Investment Company Institute and Securities Industry & Financial Markets Association, Inc., and Executive Vice President at The Northern Trust Co. He also served as a Trustee at Expert Affiliates LLC.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-03-30 | 5,672 ( 0.01% ) | 72 431 $ | 2026-05-30 | |
| 2026-03-30 | 5,320 ( 0.01% ) | 70 224 $ | 2026-05-30 | |
| 2026-03-30 | 3,230 ( 0.02% ) | 42 152 $ | 2026-05-30 |
| Companies | Position | Start |
|---|---|---|
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS GLOBAL TOTAL RETURN FUND | Director/Board Member | 2017-12-31 |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Director/Board Member | 2017-12-31 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Director/Board Member | 2017-12-31 |
Bates Group LLC
Bates Group LLC Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services | Director/Board Member | 2017-12-31 |
Datum One Series Trust
Datum One Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Chairman | 2020-02-29 |
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Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 18 |
|---|---|
Northern Funds
Northern Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Northern Institutional Funds
Northern Institutional Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Commercial Services |
Calamos Convertible Opportunities & Income Fund
Calamos Convertible Opportunities & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Strategic Total Return Fund
Calamos Strategic Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Convertible & High Income Fund
Calamos Convertible & High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Global Total Return Fund
Calamos Global Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Global Dynamic Income Fund
Calamos Global Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Dynamic Convertible & Income Fund
Calamos Dynamic Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Long/Short Equity & Dynamic Income Trust
Calamos Long/Short Equity & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Salvation Army
The Salvation Army Miscellaneous Commercial ServicesCommercial Services Operates church and charitable organizations | Commercial Services |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Commercial Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Bates Group LLC
Bates Group LLC Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services | Commercial Services |
Northern Trust Investments, Inc.
Northern Trust Investments, Inc. Regional BanksFinance Operates as a non-depository trust institution | Finance |
Datum One Series Trust
Datum One Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Miscellaneous |
Expert Affiliates LLC
Expert Affiliates LLC Advertising/Marketing ServicesCommercial Services Provides marketing services | Commercial Services |
Calamos Global Convertible & Dynamic Income Trust
Calamos Global Convertible & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
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