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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 55 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PLUG PUT PLUG PWR INC Industrials 142,900.0 $323K 0.00% +131K +1081.0% $2.26 +48.5%
1082 MPWR MONOLITHIC PWR SYS INC Technology 293.0 $320K 0.00% +105.0 +55.9% $1093.35 +33.4%
1083 AM ANTERO MIDSTREAM CORP Energy 13,916.0 $317K 0.00% +12K +835.2% $22.80 -2.1%
1084 ACLS PUT AXCELIS TECHNOLOGIES INC Technology 3,400.0 $316K 0.00% +2K +161.5% $93.08 +53.3%
1085 VLTO VERALTO CORP Industrials 3,552.0 $314K 0.00% +3K +435.8% $88.42 -2.1%
1086 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 3,709.0 $314K 0.00% +1K +44.8% $84.64 -12.2%
1087 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,319.0 $313K 0.00% +3K +259.6% $72.55 -0.8%
1088 OKE ONEOK INC NEW Energy 3,452.0 $312K 0.00% +2K +250.8% $90.39 +4.9%
1089 WGO CALL WINNEBAGO INDS INC Consumer Cyclical 10,000.0 $310K 0.00% +2K +33.3% $30.99 -8.4%
1090 ORA ORMAT TECHNOLOGIES INC Utilities 2,746.0 $307K 0.00% +2K +290.6% $111.92 +17.6%
1091 ACLS CALL AXCELIS TECHNOLOGIES INC Technology 3,300.0 $307K 0.00% +1K +73.7% $93.08 +53.3%
1092 VMD VIEMED HEALTHCARE INC Healthcare 32,887.0 $303K 0.00% +8K +31.7% $9.21 +3.0%
1093 AMTM PUT AMENTUM HOLDINGS INC Industrials 11,600.0 $303K 0.00% +5K +68.1% $26.08 -11.0%
1094 BRZE PUT BRAZE INC Technology 12,700.0 $300K 0.00% +2K +17.6% $23.61 -7.8%
1095 SERV CALL SERVE ROBOTICS INC Industrials 34,700.0 $293K 0.00% +6K +22.6% $8.44 -3.6%
1096 UNM PUT UNUM GROUP Financial Services 4,000.0 $292K 0.00% +100.0 +2.6% $73.03 +13.3%
1097 SNA PUT SNAP ON INC Industrials 800.0 $291K 0.00% +100.0 +14.3% $363.22 -0.4%
1098 BBWI BATH & BODY WORKS INC Consumer Cyclical 15,480.0 $289K 0.00% +14K +932.0% $18.67 -13.2%
1099 UNFI UNITED NAT FOODS INC Consumer Defensive 6,342.0 $286K 0.00% +6K +10000.0% $45.06 +13.7%
1100 DTE DTE ENERGY CO Utilities 1,936.0 $283K 0.00% +1K +139.6% $146.22 -1.8%
Page 55 of 65  ·  1,284 positions

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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%