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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 29 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 OTEX PUT OPEN TEXT CORP Technology 9,600.0 $213K 0.00% NEW $22.15 +11.0%
562 EHC PUT ENCOMPASS HEALTH CORP Healthcare 2,100.0 $212K 0.00% NEW $101.08 +19.9%
563 UMBF UMB FINL CORP Financial Services 1,486.0 $212K 0.00% NEW $142.76 +2.7%
564 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 60,725.0 $211K 0.00% NEW $3.48 +15.1%
565 CLH PUT CLEAN HARBORS INC Industrials 700.0 $209K 0.00% NEW $298.75 +8.6%
566 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,030.0 $208K 0.00% NEW $102.25 -9.0%
567 WYFI WHITEFIBER INC Technology 5,327.0 $207K 0.00% NEW $38.85 -45.9%
568 RCKT ROCKET PHARMACEUTICALS INC Healthcare 60,411.0 $207K 0.00% NEW $3.42 +1.3%
569 PHIN CALL PHINIA INC Consumer Cyclical 2,500.0 $206K 0.00% NEW $82.37 -13.1%
570 MTDR CALL MATADOR RES CO Energy 4,100.0 $204K 0.00% NEW $49.78 +17.1%
571 CAMT CAMTEK LTD Technology 1,249.0 $204K 0.00% NEW $163.12 -8.5%
572 WTI PUT W & T OFFSHORE INC Energy 64,400.0 $203K 0.00% NEW $3.15 +25.9%
573 FTV PUT FORTIVE CORP Technology 3,300.0 $202K 0.00% NEW $61.09 -3.1%
574 RVTY CALL REVVITY INC Healthcare 1,800.0 $200K 0.00% NEW $111.26 +11.5%
575 DAN PUT DANA INC Consumer Cyclical 7,300.0 $199K 0.00% NEW $27.21 +12.5%
576 FNF CALL FIDELITY NATL FINL INC Financial Services 4,200.0 $198K 0.00% NEW $47.16 +1.3%
577 COLUMBUS CIRCLE CAP CORP II 150,000.0 $198K 0.00% NEW $1.32
578 ITT PUT ITT INC Industrials 1,000.0 $198K 0.00% NEW $197.76 +5.5%
579 YEXT YEXT INC Technology 42,215.0 $197K 0.00% NEW $4.67 +35.0%
580 OPRT OPORTUN FINL CORP Financial Services 34,191.0 $195K 0.00% NEW $5.71 +29.2%
Page 29 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%