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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 79 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 EXC EXELON CORP Utilities 1,721.0 $80K -7K -80.7% $46.62 -6.1%
1562 TEX CALL TEREX CORP NEW Industrials 1,100.0 $80K -1K -56.0% $72.39 -8.2%
1563 XRAY CALL DENTSPLY SIRONA INC Healthcare 7,500.0 $80K -38K -83.6% $10.61 +2.9%
1564 ICHR PUT ICHOR HOLDINGS Technology 700.0 $79K -5K -88.5% $112.28 -46.4%
1565 TE PUT T1 ENERGY INC Industrials 8,000.0 $76K -267K -97.1% $9.48 -53.4%
1566 QFIN CALL QFIN HOLDINGS INC Financial Services 4,700.0 $74K -3K -42.0% $15.81 -26.8%
1567 YUMC PUT YUM CHINA HLDGS INC Consumer Cyclical 1,800.0 $74K -6K -77.2% $40.87 +21.2%
1568 EEFT CALL EURONET WORLDWIDE INC Technology 1,000.0 $73K -5K -84.4% $73.19 -4.3%
1569 NRG CALL NRG ENERGY INC Utilities 500.0 $73K -100.0 -16.7% $146.06 -22.6%
1570 IT GARTNER INC Technology 562.0 $73K -3K -81.9% $129.62 +51.1%
1571 GPK PUT GRAPHIC PACKAGING HLDG CO Consumer Cyclical 6,800.0 $72K -22K -76.1% $10.57 +13.2%
1572 CC CALL CHEMOURS CO Basic Materials 3,500.0 $72K -107K -96.8% $20.52 -22.2%
1573 SONO PUT SONOS INC Technology 5,300.0 $72K -32K -85.7% $13.53 +17.0%
1574 CALL VERSIGENT PLC 1,700.0 $71K -7K -80.9% $42.01
1575 NOMD PUT NOMAD FOODS LTD Consumer Defensive 6,500.0 $71K -900.0 -12.2% $10.95 +7.9%
1576 ASAN ASANA INC Technology 10,131.0 $71K -678K -98.5% $7.00 +36.9%
1577 WSM PUT WILLIAMS SONOMA INC Consumer Cyclical 300.0 $70K -8K -96.2% $233.10 +1.9%
1578 ATO ATMOS ENERGY CORP Utilities 404.0 $70K -1K -76.9% $172.27 -3.1%
1579 IONQ IONQ INC Technology 1,299.0 $69K -5K -78.8% $53.26 -15.8%
1580 DHR DANAHER CORP DEL Healthcare 362.0 $69K -35K -99.0% $190.48 +14.9%
Page 79 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%