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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 144 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 MAN PUT MANPOWERGROUP INC WIS Industrials 13,200.0 $389K 0.00% -6K -32.0% $29.46 -0.3%
2862 CALL LITHIUM AMERS CORP NEW 98,400.0 $389K 0.00% -68K -41.0% $3.95
2863 KLIC CALL KULICKE & SOFFA INDS INC Technology 5,900.0 $388K 0.00% NEW $65.72 +58.9%
2864 MAS CALL MASCO CORP Industrials 6,400.0 $386K 0.00% +1K +28.0% $60.37 +11.4%
2865 REGN PUT REGENERON PHARMACEUTICALS Healthcare 500.0 $386K 0.00% -12K -96.0% $772.64 -17.3%
2866 VIAV CALL VIAVI SOLUTIONS INC Technology 11,600.0 $386K 0.00% -102K -89.8% $33.28 +48.8%
2867 BNS BANK NOVA SCOTIA B C Financial Services 5,568.0 $386K 0.00% NEW $69.31 +15.1%
2868 D DOMINION ENERGY INC Utilities 6,238.0 $386K 0.00% -5K -43.6% $61.82 +9.5%
2869 YUMC PUT YUM CHINA HLDGS INC Consumer Cyclical 7,900.0 $385K 0.00% -7K -45.5% $48.78 -8.7%
2870 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 10,387.0 $384K 0.00% -30K -74.2% $37.01 +3.8%
2871 VRNS CALL VARONIS SYS INC Technology 17,900.0 $384K 0.00% -11K -37.6% $21.47 +44.4%
2872 PUT SMURFIT WESTROCK PLC 9,600.0 $383K 0.00% -300.0 -3.0% $39.85
2873 ENS CALL ENERSYS Industrials 2,200.0 $382K 0.00% +900.0 +69.2% $173.72 +33.7%
2874 AEHR CALL AEHR TEST SYS Technology 10,300.0 $382K 0.00% -43K -80.8% $37.08 +156.3%
2875 DOCU CALL DOCUSIGN INC Technology 8,000.0 $379K 0.00% -53K -86.8% $47.41 +4.5%
2876 HCA CALL HCA HEALTHCARE INC Healthcare 800.0 $379K 0.00% -7K -89.9% $473.24 -16.7%
2877 GREENFIRE RES LTD NEW 59,864.0 $378K 0.00% NEW $6.32
2878 VNOM VIPER ENERGY INC Energy 8,049.0 $378K 0.00% -7K -46.8% $46.99 -0.2%
2879 LAZ PUT LAZARD INC Financial Services 8,900.0 $378K 0.00% -4K -33.6% $42.48 +13.1%
2880 ENVX CALL ENOVIX CORPORATION Industrials 72,900.0 $378K 0.00% +50K +214.2% $5.18 +29.0%
Page 144 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%