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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 12 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 53,857.0 $1.3M 0.01% NEW $23.58 +9.5%
222 RBB RBB BANCORP Financial Services 45,829.0 $1.3M 0.00% NEW $27.41 -0.6%
223 CALL STUBHUB HLDGS INC 95,300.0 $1.2M 0.00% NEW $12.87
224 PUT RB GLOBAL INC 10,500.0 $1.2M 0.00% NEW $116.45
225 CALL THOMSON REUTERS CORP 14,900.0 $1.2M 0.00% NEW $81.67
226 TECK TECK RESOURCES LTD Basic Materials 20,292.0 $1.2M 0.00% NEW $59.46 +7.5%
227 VRRM VERRA MOBILITY CORP Technology 282,314.0 $1.2M 0.00% NEW $4.25 +4.7%
228 EXPI AGNT INC Real Estate 218,662.0 $1.2M 0.00% NEW $5.41 -1.7%
229 LINC CALL LINCOLN EDL SVCS CORP Consumer Defensive 23,700.0 $1.2M 0.00% NEW $49.90 -44.4%
230 VMI VALMONT INDS INC Industrials 2,043.0 $1.2M 0.00% NEW $577.60 -15.6%
231 SIMO PUT SILICON MOTION TECHNOLOGY CO Technology 3,500.0 $1.2M 0.00% NEW $333.33 -24.5%
232 CDW PUT CDW CORP Technology 8,200.0 $1.2M 0.00% NEW $140.64 -4.0%
233 COHU CALL COHU INC Technology 15,600.0 $1.2M 0.00% NEW $73.91 -19.9%
234 PBR PETROLEO BRASILEIRO S A Energy 71,310.0 $1.2M 0.00% NEW $16.16 +12.5%
235 AXSM CALL AXSOME THERAPEUTICS INC. Healthcare 4,700.0 $1.2M 0.00% NEW $244.77 -11.9%
236 CCB COASTAL FINL CORP WA Financial Services 14,706.0 $1.1M 0.00% NEW $77.51 -36.1%
237 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 7,810.0 $1.1M 0.00% NEW $142.41 -12.6%
238 IDR IDAHO STRATEGIC RESOURCES Basic Materials 33,775.0 $1.1M 0.00% NEW $32.75 -9.0%
239 BUR BURFORD CAPITAL LIMITED Financial Services 268,803.0 $1.1M 0.00% NEW $4.10 +1.0%
240 PHG PUT KONINKLIJKE PHILIPS N V Healthcare 40,000.0 $1.1M 0.00% NEW $27.19 -0.3%
Page 12 of 51  ·  1,013 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
Technology 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%