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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 13 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COKE COCA COLA CONS INC Consumer Defensive 86,972.0 $16.7M 0.07% +64K +285.2% $191.74 -10.9%
242 WFC PUT WELLS FARGO & CO Financial Services 208,800.0 $16.6M 0.07% -104K -33.2% $79.61 -7.5%
243 COF CAPITAL ONE FINL CORP Financial Services 90,641.0 $16.5M 0.07% +44K +94.7% $182.43 +2.2%
244 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 87,365.0 $16.5M 0.07% -28K -24.5% $189.05 +22.0%
245 UPS CALL UNITED PARCEL SVCS INC Industrials 167,600.0 $16.5M 0.07% -50K -23.1% $98.38 -2.8%
246 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 34,000.0 $16.5M 0.07% -34K -49.6% $484.91 -10.6%
247 MA MASTERCARD INCORPORATED Financial Services 32,890.0 $16.4M 0.07% -6K -15.0% $499.66 -1.4%
248 KO CALL COCA COLA CO Consumer Defensive 215,600.0 $16.4M 0.07% $76.05 +5.8%
249 COP CALL CONOCOPHILLIPS Energy 123,100.0 $16.2M 0.07% -57K -31.6% $132.00 -8.5%
250 ABBV CALL ABBVIE INC Healthcare 74,700.0 $16.2M 0.07% -106K -58.7% $217.49 -3.8%
251 OXY CALL OCCIDENTAL PETE CORP Energy 249,900.0 $16.2M 0.07% +119K +91.1% $65.00 -10.1%
252 JPM PUT JPMORGAN CHASE & CO Financial Services 55,200.0 $16.2M 0.07% -34K -38.2% $294.16 +1.6%
253 ZS ZSCALER INC Technology 115,271.0 $16.2M 0.07% +109K +1716.4% $140.29 +17.7%
254 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2,352,894.0 $16.2M 0.07% +844K +55.9% $6.87 +37.2%
255 NIO INC 15,700,000.0 $16.1M 0.07% NEW $1.02
256 ORCL PUT ORACLE CORP Technology 108,300.0 $15.9M 0.07% +59K +121.0% $147.11 +27.9%
257 BP BP PLC Energy 338,168.0 $15.9M 0.07% +60K +21.7% $47.00 -5.1%
258 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 163,400.0 $15.8M 0.07% +131K +410.6% $96.47 +0.4%
259 NVO PUT NOVO-NORDISK A S Healthcare 427,300.0 $15.7M 0.07% -246K -36.6% $36.75 +21.4%
260 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 70,621.0 $15.7M 0.07% +14K +25.6% $222.07 +66.3%
Page 13 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%