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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 24 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NEM CALL NEWMONT CORP Basic Materials 33,900.0 $3.7M 0.01% -86K -71.7% $108.25 +1.5%
462 EXC PUT EXELON CORP Utilities 74,600.0 $3.7M 0.01% -12K -14.1% $49.02 -10.3%
463 BLK PUT BLACKROCK INC Financial Services 3,800.0 $3.7M 0.01% -12K -75.2% $961.71 +7.8%
464 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 101,600.0 $3.6M 0.01% -206K -67.0% $35.70 -14.8%
465 XEL CALL XCEL ENERGY INC Utilities 45,400.0 $3.6M 0.01% -12K -21.3% $79.44 -1.7%
466 TROW CALL PRICE T ROWE GROUP INC Financial Services 39,900.0 $3.6M 0.01% -53K -56.9% $90.14 +13.6%
467 SAP SAP SE Technology 20,919.0 $3.6M 0.01% -21K -50.0% $171.21 +2.0%
468 JAMES HARDIE INDS PLC 188,554.0 $3.6M 0.01% -210K -52.7% $18.94
469 CSCO PUT CISCO SYS INC Technology 45,700.0 $3.5M 0.01% -47K -50.9% $77.59 +53.2%
470 HD CALL HOME DEPOT INC Consumer Cyclical 10,700.0 $3.5M 0.01% -27K -71.8% $328.89 -8.8%
471 SAP CALL SAP SE Technology 20,500.0 $3.5M 0.01% -8K -27.8% $171.21 +2.0%
472 KBH KB HOME Consumer Cyclical 67,492.0 $3.5M 0.01% -79K -54.0% $51.75 -11.8%
473 PUT NEBIUS GROUP N.V. 33,200.0 $3.4M 0.01% -100K -75.1% $103.76
474 FCX PUT FREEPORT MCMORAN INC Basic Materials 58,600.0 $3.4M 0.01% -190K -76.5% $58.78 +2.9%
475 NFLX NETFLIX INC. Communication Services 35,745.0 $3.4M 0.01% -282K -88.8% $96.15 -6.8%
476 ETSY INC 68,662.0 $3.4M 0.01% -70K -50.6% $49.98
477 NIO PUT NIO INC Consumer Cyclical 568,700.0 $3.4M 0.01% -3.0M -84.1% $6.03 -2.5%
478 BIIB PUT BIOGEN INC Healthcare 18,700.0 $3.4M 0.01% -31K -62.6% $183.33 +3.9%
479 SE CALL SEA LTD Consumer Cyclical 40,800.0 $3.4M 0.01% -5K -11.3% $82.81 +6.6%
480 IMAX IMAX CORP Communication Services 88,660.0 $3.4M 0.01% -855K -90.6% $38.01 -11.6%
Page 24 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%