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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 102 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 FLNC PUT FLUENCE ENERGY INC Utilities 3,400.0 $47K -88K -96.3% $13.76 +50.9%
2022 DD CALL DUPONT DE NEMOURS INC Basic Materials 1,000.0 $46K -1K -54.5% $45.80 +7.7%
2023 FG MERGER II CORP 104,289.0 $45K -115K -52.4% $0.43
2024 XLE SELECT SECTOR SPDR TR 731.0 $45K -64K -98.9% $61.26 -1.2%
2025 WHD CACTUS INC Energy 945.0 $45K -12K -92.8% $47.37 +20.2%
2026 HELE PUT HELEN OF TROY LTD Consumer Defensive 3,100.0 $45K -77K -96.1% $14.42 +56.8%
2027 APPN APPIAN CORP Technology 1,839.0 $44K -62K -97.1% $24.11 -12.5%
2028 SNBR CALL SLEEP NUMBER CORP Consumer Cyclical 24,500.0 $44K -54K -68.8% $1.80 -13.7%
2029 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 24,512.0 $43K -83K -77.1% $1.76 +92.6%
2030 EXPD PUT EXPEDITORS INTL WASH INC Industrials 300.0 $43K -300.0 -50.0% $143.23 +8.5%
2031 HENNESSY CAP INVT CORP VII 149,884.0 $43K -1K -0.7% $0.29
2032 SHLS PUT SHOALS TECHNOLOGIES GROUP IN Energy 6,400.0 $42K -67K -91.3% $6.58 +57.0%
2033 WRB BERKLEY W R CORP Financial Services 625.0 $41K -5K -89.7% $66.28 +0.3%
2034 CORT CORCEPT THERAPEUTICS INC Healthcare 1,000.0 $40K -179K -99.5% $40.31 +39.8%
2035 ACM AECOM Industrials 475.0 $40K -226.0 -32.2% $84.82 -15.7%
2036 ESPR PUT ESPERION THERAPEUTICS INC NE Healthcare 14,600.0 $40K -162K -91.7% $2.74 +13.9%
2037 FVRR CALL FIVERR INTL LTD Communication Services 3,900.0 $39K -2K -35.0% $10.02 +3.3%
2038 SBLK PUT STAR BULK CARRIERS CORP. Industrials 1,700.0 $39K -2K -57.5% $22.97 +15.2%
2039 EXEL EXELIXIS INC Healthcare 904.0 $39K -155K -99.4% $42.89 +16.9%
2040 NWL CALL NEWELL BRANDS INC Consumer Defensive 11,300.0 $39K -109K -90.6% $3.43 +12.0%
Page 102 of 112  ·  2,237 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%