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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 44 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AEP PUT AMERICAN ELEC PWR CO INC Utilities 11,100.0 $1.5M 0.01% -61K -84.5% $131.08 -1.7%
862 STLA PUT STELLANTIS N.V Consumer Cyclical 204,800.0 $1.5M 0.01% -145K -41.4% $7.09 +3.7%
863 ALLY PUT ALLY FINL INC Financial Services 36,900.0 $1.4M 0.01% -2K -6.1% $39.23 +8.6%
864 PBR PUT PETROLEO BRASILEIRO S A Energy 69,600.0 $1.4M 0.01% -30K -29.9% $20.75 -1.6%
865 HON HONEYWELL INTL INC Industrials 6,389.0 $1.4M 0.01% -7K -52.0% $226.03 -3.9%
866 XRPN ARMADA ACQUISITION CORP II Financial Services 140,000.0 $1.4M 0.01% -10K -6.7% $10.31 +1.0%
867 FLEX PUT FLEXTRONICS INTL LTD Technology 22,000.0 $1.4M 0.01% -13K -37.9% $65.46 +92.9%
868 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 83,084.0 $1.4M 0.01% -30K -26.5% $17.30 +6.7%
869 IFF PUT INTERNATIONAL FLAVORS&FRAGRA Basic Materials 19,800.0 $1.4M 0.01% -36K -64.5% $72.55 -0.8%
870 Z PUT ZILLOW GROUP INC Communication Services 34,700.0 $1.4M 0.01% -15K -30.3% $41.38 -13.0%
871 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 6,866.0 $1.4M 0.01% -23K -77.3% $209.08 +18.2%
872 DOW CALL DOW HLDGS INC Basic Materials 34,100.0 $1.4M 0.01% -156K -82.1% $41.65 -9.4%
873 NOC NORTHROP GRUMMAN CORP Industrials 2,079.0 $1.4M 0.01% -121.0 -5.5% $682.24 -18.5%
874 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 24,600.0 $1.4M 0.01% -136K -84.7% $57.64 +6.3%
875 SHAK PUT SHAKE SHACK INC Consumer Cyclical 16,000.0 $1.4M 0.01% -11K -39.9% $88.47 -27.5%
876 CM PUT CANADIAN IMPERIAL BANK OF CO Financial Services 14,900.0 $1.4M 0.01% -32K -68.6% $94.75 +18.4%
877 CAR PUT AVIS BUDGET GROUP INC Industrials 9,600.0 $1.4M 0.01% -500.0 -5.0% $145.85 +3.6%
878 SNY PUT SANOFI SA Healthcare 29,000.0 $1.4M 0.01% -121K -80.6% $48.18 -9.6%
879 HSAI CALL HESAI GROUP Consumer Cyclical 72,900.0 $1.4M 0.01% -64K -46.9% $19.12 +4.7%
880 PSTG CALL EVERPURE INC Technology 23,600.0 $1.4M 0.01% -13K -36.0% $59.04 +41.9%
Page 44 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%