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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 132 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 CALL ENTERGY CORP NEW 4,700.0 $528K 0.00% -18K -79.1% $112.36
2622 WAY PUT WAYSTAR HLDG CORP Technology 21,900.0 $528K 0.00% NEW $24.11 -18.2%
2623 CVE CALL CENOVUS ENERGY INC Energy 19,900.0 $528K 0.00% -12K -37.0% $26.53 +6.3%
2624 KVYO CALL KLAVIYO INC Technology 27,100.0 $527K 0.00% +20K +276.4% $19.46 -27.0%
2625 XLE PUT SELECT SECTOR SPDR TR 8,600.0 $527K 0.00% -81K -90.4% $61.26 -7.0%
2626 NDAQ CALL NASDAQ INC Financial Services 6,200.0 $526K 0.00% -11K -64.4% $84.89 +6.6%
2627 ALHC ALIGNMENT HEALTHCARE INC Healthcare 29,834.0 $526K 0.00% +23K +332.3% $17.62 -9.6%
2628 DT DYNATRACE INC Technology 14,191.0 $525K 0.00% +11K +286.7% $36.98 +5.2%
2629 CALL IRIDIUM COMMUNICATIONS INC 18,900.0 $524K 0.00% -7K -26.7% $27.74
2630 MCO CALL MOODYS CORP Financial Services 1,200.0 $524K 0.00% -2K -65.7% $436.25 +3.5%
2631 EXEL PUT EXELIXIS INC Healthcare 12,200.0 $523K 0.00% -700.0 -5.4% $42.89 +16.6%
2632 OZK CALL BANK OZK LITTLE ROCK ARK Financial Services 11,400.0 $523K 0.00% -100.0 -0.9% $45.89 +4.9%
2633 CROX CALL CROCS INC Consumer Cyclical 6,300.0 $523K 0.00% -4K -38.2% $83.02 +42.6%
2634 WHR CALL WHIRLPOOL CORP Consumer Cyclical 9,700.0 $523K 0.00% -24K -71.5% $53.92 -20.9%
2635 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 1,100.0 $522K 0.00% -700.0 -38.9% $474.56 -14.4%
2636 VRSN PUT VERISIGN INC Technology 2,100.0 $522K 0.00% +200.0 +10.5% $248.36 +19.0%
2637 FN PUT FABRINET Technology 1,000.0 $522K 0.00% -2K -61.5% $521.52 +31.7%
2638 TAL TAL ED GROUP Consumer Defensive 45,855.0 $521K 0.00% +33K +261.9% $11.37 -14.0%
2639 SMH VANECK ETF TRUST 1,357.0 $520K 0.00% +157.0 +13.1% $383.40 +55.3%
2640 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 18,500.0 $520K 0.00% -33K -64.2% $28.11 +23.0%
Page 132 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%