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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 37 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ATEX PUT ANTERIX INC Communication Services 900.0 $93K NEW $102.94 -13.9%
722 TTEK CALL TETRA TECH INC NEW Industrials 3,200.0 $92K NEW $28.89 +26.7%
723 MTH PUT MERITAGE HOMES CORP Consumer Cyclical 1,100.0 $92K NEW $83.85 -11.5%
724 OSK PUT OSHKOSH CORP Industrials 600.0 $92K NEW $153.48 -2.4%
725 FNF FIDELITY NATL FINL INC Financial Services 1,943.0 $92K NEW $47.16 +2.7%
726 CCOI CALL COGENT COMM HOLDINGS INC Communication Services 6,600.0 $92K NEW $13.88 -25.3%
727 LZ CALL LEGALZOOM COM INC Industrials 14,900.0 $91K NEW $6.13 -4.4%
728 TAL CALL TAL ED GROUP Consumer Defensive 9,500.0 $91K NEW $9.57 +26.6%
729 WSO WATSCO INC Industrials 215.0 $90K NEW $416.73 -23.3%
730 GL CALL GLOBE LIFE INC Financial Services 500.0 $89K NEW $178.68 -4.0%
731 VERX CALL VERTEX INC Technology 7,700.0 $88K NEW $11.48 +17.8%
732 CAKE CALL CHEESECAKE FACTORY INC Consumer Cyclical 1,100.0 $87K NEW $79.54 +33.0%
733 VERX PUT VERTEX INC Technology 7,600.0 $87K NEW $11.48 +17.8%
734 DDD 3D SYS CORP DEL Technology 28,767.0 $87K NEW $3.02 +12.9%
735 PUMP CALL PROPETRO HLDG CORP Energy 6,000.0 $86K NEW $14.34 -17.0%
736 SCVL PUT SHOE STA GROUP INC Consumer Cyclical 5,800.0 $86K NEW $14.83 +4.5%
737 GMAB PUT GENMAB A/S Healthcare 3,100.0 $85K NEW $27.47 +24.2%
738 TALO TALOS ENERGY INC Energy 6,568.0 $85K NEW $12.91 +33.0%
739 PUT BRIGHTSTAR LOTTERY PLC 7,900.0 $85K NEW $10.72
740 SAIA PUT SAIA INC Industrials 200.0 $84K NEW $421.16 -14.7%
Page 37 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%