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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 87 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 MATX CALL MATSON INC Industrials 100.0 $19K -1K -90.9% $192.23 +15.9%
1722 AEHR PUT AEHR TEST SYS Technology 200.0 $19K -50K -99.6% $96.06 +5.9%
1723 LWLG CALL LIGHTWAVE LOGIC INC Basic Materials 2,000.0 $19K -11K -84.5% $9.46 -34.6%
1724 SPIRE GLOBAL INC 1,011.0 $19K -7K -87.4% $18.60
1725 DGX QUEST DIAGNOSTICS INC Healthcare 88.0 $19K -2K -96.0% $211.95 +15.3%
1726 FMC FMC CORP Basic Materials 1,613.0 $19K -773K -99.8% $11.50 -4.2%
1727 CINF PUT CINCINNATI FINL CORP Financial Services 100.0 $19K -900.0 -90.0% $185.14 -9.1%
1728 AEHR AEHR TEST SYS Technology 191.0 $18K -267K -99.9% $96.06 +5.9%
1729 CINF CINCINNATI FINL CORP Financial Services 98.0 $18K -23K -99.6% $185.14 -9.1%
1730 PENG PENGUIN SOLUTIONS INC Technology 235.0 $18K -6K -96.0% $76.01 -30.8%
1731 NN PUT NEXTNAV INC Communication Services 1,000.0 $18K -5K -83.6% $17.83 -1.6%
1732 HCC WARRIOR MET COAL INC Energy 218.0 $18K -14K -98.5% $81.16 +31.5%
1733 TTAN SERVICETITAN INC Technology 249.0 $18K -13K -98.1% $70.71 +34.2%
1734 TMDX TRANSMEDICS GROUP INC Healthcare 264.0 $18K -2K -88.1% $66.42 +42.5%
1735 CORT CALL CORCEPT THERAPEUTICS INC Healthcare 200.0 $17K -4K -94.7% $86.95 +40.6%
1736 XYL XYLEM INC Industrials 147.0 $17K -484.0 -76.7% $118.21 -4.1%
1737 OPPFI INC 550,240.0 $17K -7K -1.3% $0.03
1738 DTE DTE ENERGY CO Utilities 108.0 $16K -2K -94.4% $152.37 -11.3%
1739 PENN PENN ENTERTAINMENT INC Consumer Cyclical 764.0 $16K -7K -90.2% $21.36 -12.7%
1740 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 254.0 $16K -10K -97.5% $64.01 +16.9%
Page 87 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%