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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 66 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 RL RALPH LAUREN CORP Consumer Cyclical 560.0 $225K 0.00% -858.0 -60.5% $401.41 -7.2%
1302 SII PUT SPROTT INC Financial Services 2,000.0 $225K 0.00% -14K -87.9% $112.35 +17.8%
1303 VZ VERIZON COMMUNICATIONS INC Communication Services 5,287.0 $224K 0.00% -295K -98.2% $42.34 +16.8%
1304 SITM CALL SITIME CORP Technology 300.0 $224K 0.00% -900.0 -75.0% $745.56 -17.5%
1305 UNM CALL UNUM GROUP Financial Services 2,500.0 $224K 0.00% -5K -66.2% $89.40 -1.8%
1306 GIS CALL GENERAL MILLS INC Consumer Defensive 6,400.0 $223K 0.00% -228K -97.3% $34.80 +14.9%
1307 ADNT CALL ADIENT PLC Consumer Cyclical 12,100.0 $222K 0.00% -8K -40.4% $18.38 +8.9%
1308 CALL GALAXY DIGITAL INC. 8,100.0 $221K 0.00% -66K -89.1% $27.34
1309 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,022.0 $221K 0.00% -2K -70.0% $216.32 +4.1%
1310 FMC CALL FMC CORP Basic Materials 19,200.0 $221K 0.00% -45K -70.1% $11.50 -4.2%
1311 VFC PUT V F CORP Consumer Cyclical 13,200.0 $220K 0.00% -20K -59.6% $16.68 -13.8%
1312 ONDS CALL ONDAS INC Technology 26,700.0 $220K 0.00% -176K -86.8% $8.24 +5.7%
1313 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 13,800.0 $219K 0.00% -64K -82.3% $15.87 -28.4%
1314 TIGR PUT UP FINTECH HLDG LTD Financial Services 49,400.0 $217K 0.00% -203K -80.4% $4.40 +21.1%
1315 FNV FRANCO NEV CORP Basic Materials 1,042.0 $217K 0.00% -2K -61.6% $208.44 +27.5%
1316 VLYPN PUT VALLEY NATL BANCORP 14,800.0 $217K 0.00% -3K -16.4% $14.65
1317 TREX PUT TREX INC Industrials 4,300.0 $215K 0.00% -300.0 -6.5% $50.04 -6.4%
1318 GO CALL GROCERY OUTLET HLDG CORP Consumer Defensive 21,500.0 $215K 0.00% -4K -15.0% $9.98 +16.2%
1319 PVH PVH CORPORATION Consumer Cyclical 2,885.0 $214K 0.00% -19K -86.8% $74.26 +5.7%
1320 TNL PUT TRAVEL PLUS LEISURE CO Consumer Cyclical 2,800.0 $214K 0.00% -2K -42.9% $76.43 -6.2%
Page 66 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%