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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 28 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 YMM FULL TRUCK ALLIANCE CO LTD Technology 7,431.0 $62K NEW $8.30 +3.5%
542 WTI W & T OFFSHORE INC Energy 18,056.0 $62K NEW $3.41 +47.9%
543 AEE AMEREN CORP Utilities 554.0 $61K NEW $109.92 -2.3%
544 PUT CORE LABORATORIES INC 3,600.0 $60K NEW $16.79
545 ITUB PUT ITAU UNIBANCO HLDG S A Financial Services 7,100.0 $59K NEW $8.38 -8.4%
546 FLNG CALL FLEX LNG LTD Energy 2,000.0 $59K NEW $29.71 +9.1%
547 NRGV ENERGY VAULT HOLDINGS INC Utilities 17,589.0 $58K NEW $3.30 +41.8%
548 OSIS OSI SYSTEMS INC Technology 217.0 $58K NEW $265.51 -21.6%
549 YMM CALL FULL TRUCK ALLIANCE CO LTD Technology 6,900.0 $57K NEW $8.30 +3.5%
550 SWBI SMITH & WESSON BRANDS INC Industrials 3,989.0 $57K NEW $14.33 +7.1%
551 FHN CALL FIRST HORIZON CORPORATION Financial Services 2,500.0 $57K NEW $22.76 +3.3%
552 GNW PUT GENWORTH FINL INC Financial Services 6,900.0 $56K NEW $8.12 +13.5%
553 LOCO CALL EL POLLO LOCO HLDGS INC Consumer Cyclical 4,000.0 $55K NEW $13.86 -1.8%
554 WMS PUT ADVANCED DRAIN SYS INC DEL Industrials 400.0 $55K NEW $137.13 -3.8%
555 CRNX CALL CRINETICS PHARMACEUTICALS IN Healthcare 1,500.0 $54K NEW $36.32 -5.1%
556 MEOH CALL METHANEX CORP Basic Materials 900.0 $54K NEW $59.54 +3.6%
557 BZ CALL KANZHUN LIMITED Industrials 4,000.0 $54K NEW $13.39 +5.8%
558 SKM PUT SK TELECOM CO LTD Communication Services 1,800.0 $53K NEW $29.29 +23.8%
559 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 574.0 $52K NEW $90.67 +0.7%
560 ITUB CALL ITAU UNIBANCO HLDG S A Financial Services 6,200.0 $52K NEW $8.38 -8.4%
Page 28 of 35  ·  685 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%