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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 606 New 1250 Added 2118 Reduced
Page 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WOR CALL WORTHINGTON ENTERPRISES INC Industrials 4,900.0 $255K — NEW — $52.14 +19.4%
302 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,162.0 $254K — NEW — $117.40 -32.6%
303 ACM AECOM Industrials 2,992.0 $254K — NEW — $84.82 -28.2%
304 FCN FTI CONSULTING INC Industrials 1,430.0 $253K — NEW — $176.77 -24.0%
305 AYI CALL ACUITY INC Industrials 900.0 $252K — NEW — $280.22 +14.0%
306 NFG NATIONAL FUEL GAS CO Energy 2,675.0 $251K — NEW — $93.96 -15.9%
307 VGT VANGUARD WORLD FD — 360.0 $251K — NEW — $697.72 -81.9%
308 LWLG PUT LIGHTWAVE LOGIC INC Basic Materials 35,700.0 $251K — NEW — $7.03 -24.5%
309 CRUS CIRRUS LOGIC INC Technology 1,724.0 $249K — NEW — $144.62 -17.1%
310 OCUL CALL OCULAR THERAPEUTIX INC Healthcare 29,000.0 $246K — NEW — $8.47 +13.9%
311 CWEN CALL CLEARWAY ENERGY INC Utilities 6,200.0 $244K — NEW — $39.29 -24.2%
312 — ANNALY CAPITAL MANAGEMENT IN — 11,514.0 $244K — NEW — $21.15 —
313 RUN SUNRUN INC Energy 17,894.0 $243K — NEW — $13.56 -40.2%
314 CPA COPA HOLDINGS SA Industrials 2,114.0 $240K — NEW — $113.61 +17.7%
315 CNK CINEMARK HLDGS INC Communication Services 8,325.0 $237K — NEW — $28.52 +32.4%
316 DOC PUT HEALTHPEAK PROPERTIES INC Real Estate 14,400.0 $237K — NEW — $16.43 +23.6%
317 WH PUT WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,900.0 $236K — NEW — $81.23 -13.8%
318 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,485.0 $234K — NEW — $22.27 -13.0%
319 HE PUT HAWAIIAN ELEC INDS INC MTN B Utilities 15,700.0 $233K — NEW — $14.84 -38.7%
320 SKY CALL CHAMPION HOMES INC Consumer Cyclical 3,100.0 $231K — NEW — $74.37 +18.0%
Page 16 of 31  ·  606 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Consumer Cyclical 13.8%
Financial Services 13.4%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%