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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 115 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 18,900.0 $799K 0.00% +16K +626.9% $42.26 +3.5%
2282 TLN PUT TALEN ENERGY CORP Utilities 2,500.0 $798K 0.00% -18K -87.9% $319.23 +16.7%
2283 MHO M/I HOMES INC Consumer Cyclical 6,511.0 $797K 0.00% +2K +35.5% $122.45 +6.0%
2284 RIG CALL TRANSOCEAN LTD Energy 120,000.0 $796K 0.00% +39K +48.7% $6.63 +2.7%
2285 OVV PUT OVINTIV INC Energy 13,400.0 $795K 0.00% +6K +78.7% $59.36 -1.0%
2286 PBA PEMBINA PIPELINE CORP Energy 17,765.0 $795K 0.00% NEW $44.76 +10.8%
2287 SBSW SIBANYE STILLWATER LTD Basic Materials 64,453.0 $794K 0.00% +64K +10000.0% $12.32 -7.2%
2288 HUN PUT HUNTSMAN CORP Basic Materials 59,500.0 $792K 0.00% -299K -83.4% $13.31 +9.0%
2289 PLAY PUT DAVE & BUSTERS ENTMT INC Communication Services 73,100.0 $792K 0.00% +48K +186.7% $10.83 +8.5%
2290 WING PUT WINGSTOP INC Consumer Cyclical 5,100.0 $790K 0.00% -21K -80.5% $154.97 -9.4%
2291 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 225,136.0 $790K 0.00% -303K -57.4% $3.51 +11.7%
2292 NTAP CALL NETAPP INC Technology 7,700.0 $788K 0.00% -16K -67.0% $102.39 +36.1%
2293 FOXA CALL FOX CORP Communication Services 13,500.0 $788K 0.00% -7K -35.4% $58.40 +9.6%
2294 INFY PUT INFOSYS LTD Technology 58,200.0 $786K 0.00% +4K +8.2% $13.51 -6.2%
2295 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 8,600.0 $786K 0.00% -37K -81.0% $91.37 -15.4%
2296 CVE CENOVUS ENERGY INC Energy 29,540.0 $784K 0.00% -16K -34.6% $26.53 +13.3%
2297 GTLB PUT GITLAB INC Technology 36,100.0 $781K 0.00% -23K -38.5% $21.64 +23.5%
2298 WAY CALL WAYSTAR HLDG CORP Technology 32,400.0 $781K 0.00% NEW $24.11 -18.8%
2299 FIVN FIVE9 INC Technology 51,462.0 $781K 0.00% -27K -34.5% $15.17 +50.0%
2300 SGML CALL SIGMA LITHIUM CORPORATION Basic Materials 63,200.0 $780K 0.00% -46K -41.9% $12.34 +20.6%
Page 115 of 216  ·  4,317 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%