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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 100 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 CALL WEBULL CORP 180,300.0 $1.2M 0.00% +25K +16.1% $6.52
1982 AQST AQUESTIVE THERAPEUTICS INC Healthcare 282,568.0 $1.2M 0.00% -302K -51.7% $4.16 +29.6%
1983 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 111,174.0 $1.2M 0.00% +57K +105.4% $10.57 +8.3%
1984 ACGL CALL ARCH CAP GROUP LTD Financial Services 12,100.0 $1.2M 0.00% +2K +26.0% $97.06 +3.8%
1985 DG CALL DOLLAR GEN CORP Consumer Defensive 10,200.0 $1.2M 0.00% -11K -51.4% $115.11 +6.7%
1986 SIMO PUT SILICON MOTION TECHNOLOGY CO Technology 3,500.0 $1.2M 0.00% NEW $333.33 -21.1%
1987 ITRI ITRON INC Technology 13,431.0 $1.2M 0.00% -620.0 -4.4% $86.53 +14.2%
1988 SE CALL SEA LTD Consumer Cyclical 12,100.0 $1.2M 0.00% -29K -70.3% $95.83 +24.3%
1989 ERIC PUT TELEFONAKTIEBOLAGET LM ERICS Technology 103,900.0 $1.2M 0.00% +81K +361.8% $11.15 -9.8%
1990 INMD CALL INMODE LTD Healthcare 79,200.0 $1.2M 0.00% +25K +45.9% $14.62 +2.1%
1991 CDW PUT CDW CORP Technology 8,200.0 $1.2M 0.00% NEW $140.64 +0.6%
1992 COHU CALL COHU INC Technology 15,600.0 $1.2M 0.00% NEW $73.91 -30.9%
1993 FISV CALL FISERV INC Technology 23,500.0 $1.2M 0.00% -27K -53.5% $49.05 +6.9%
1994 PBR PETROLEO BRASILEIRO S A Energy 71,310.0 $1.2M 0.00% NEW $16.16 +9.9%
1995 AXSM CALL AXSOME THERAPEUTICS INC. Healthcare 4,700.0 $1.2M 0.00% NEW $244.77 -15.4%
1996 CALUMET INC 31,915.0 $1.1M 0.00% -304K -90.5% $36.02
1997 ES CALL EVERSOURCE ENERGY Utilities 15,900.0 $1.1M 0.00% +8K +96.3% $72.27 -0.8%
1998 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 6,100.0 $1.1M 0.00% -25K -80.3% $188.34 -19.4%
1999 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 4,400.0 $1.1M 0.00% +2K +91.3% $260.64 -15.1%
2000 FLY CALL FIREFLY AEROSPACE INC Industrials 38,900.0 $1.1M 0.00% +38K +4222.2% $29.40 -24.3%
Page 100 of 234  ·  4,674 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%