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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 20 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 30,116.0 $445K 0.00% NEW $14.76 -6.1%
382 LIFETIME BRANDS INC 52,043.0 $444K 0.00% NEW $8.53
383 BOH PUT BANK HAWAII CORP Financial Services 5,400.0 $440K 0.00% NEW $81.49 -4.0%
384 DNOW CALL DNOW INC Energy 33,900.0 $440K 0.00% NEW $12.97 +21.7%
385 BANC PUT BANC OF CALIFORNIA INC Financial Services 21,500.0 $439K 0.00% NEW $20.43 -6.9%
386 FNKO FUNKO INC Consumer Cyclical 73,416.0 $432K 0.00% NEW $5.88 +1.5%
387 FIVE PUT FIVE BELOW INC Consumer Cyclical 2,400.0 $431K 0.00% NEW $179.79 +35.7%
388 KEEL CALL KEEL INFRASTRUCTURE CORP Technology 75,000.0 $430K 0.00% NEW $5.74 -41.9%
389 CCK CALL CROWN HLDGS INC Consumer Cyclical 3,800.0 $425K 0.00% NEW $111.82 +5.0%
390 DOX CALL AMDOCS LTD Technology 8,400.0 $425K 0.00% NEW $50.54 +19.8%
391 TITN PUT TITAN MACHY INC Industrials 20,000.0 $422K 0.00% NEW $21.12 -15.8%
392 CADL CANDEL THERAPEUTICS INC Healthcare 40,690.0 $419K 0.00% NEW $10.30 +27.3%
393 AAON AAON INC Industrials 3,303.0 $419K 0.00% NEW $126.86 -35.7%
394 PL PUT PLANET LABS PBC Industrials 12,600.0 $417K 0.00% NEW $33.13 -31.9%
395 MFC CALL MANULIFE FINL CORP Financial Services 10,200.0 $413K 0.00% NEW $40.51 +7.3%
396 TRU PUT TRANSUNION Industrials 5,700.0 $411K 0.00% NEW $72.14 +16.4%
397 HAWKEYE 360 INC 19,978.0 $404K 0.00% NEW $20.22
398 CF BANKSHARES INC 12,187.0 $399K 0.00% NEW $32.77
399 GRRR GORILLA TECHNOLOGY GROUP INC Technology 19,993.0 $397K 0.00% NEW $19.88 -25.2%
400 KINS KINGSTONE COS INC Financial Services 20,795.0 $396K 0.00% NEW $19.03 +4.5%
Page 20 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%