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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 16 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WDC WESTERN DIGITAL CORP Technology 49,189.0 $13.3M 0.06% -9K -15.4% $270.49 +78.2%
302 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 178,296.0 $13.3M 0.06% +178K +10000.0% $74.38 -29.2%
303 OUTFRONT MEDIA INC 499,988.0 $13.2M 0.06% -704K -58.5% $26.50
304 STM STMICROELECTRONICS N V Technology 380,676.0 $13.2M 0.06% +230K +152.3% $34.55 +77.7%
305 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 20,200.0 $13.1M 0.06% +5K +34.7% $650.34 +13.6%
306 MNDY MONDAY COM LTD Technology 189,518.0 $13.1M 0.06% +162K +581.5% $69.11 +4.1%
307 GDXJ VANECK ETF TRUST 109,000.0 $13.1M 0.05% NEW $120.04 -3.8%
308 PAGP PUT PLAINS GP HLDGS L P Energy 537,700.0 $13.1M 0.05% +517K +2460.5% $24.28 +1.2%
309 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 38,600.0 $13.0M 0.05% -110K -73.9% $337.95 +19.6%
310 ALMONTY INDS INC 894,558.0 $13.0M 0.05% NEW $14.48
311 KR KROGER CO Consumer Defensive 178,790.0 $12.9M 0.05% +133K +291.6% $72.36 -8.8%
312 TTMI TTM TECHNOLOGIES INC Technology 132,416.0 $12.9M 0.05% +108K +435.2% $97.42 +71.8%
313 DNTH DIANTHUS THERAPEUTICS INC Healthcare 153,585.0 $12.9M 0.05% -52K -25.4% $83.92 +2.7%
314 LBRT LIBERTY ENERGY INC Energy 447,431.0 $12.9M 0.05% +258K +135.6% $28.80 +14.4%
315 V CALL VISA INC Financial Services 42,500.0 $12.8M 0.05% +24K +132.2% $302.24 +7.8%
316 XLY SELECT SECTOR SPDR TR 117,556.0 $12.8M 0.05% +18K +17.6% $108.98 +6.7%
317 PUT TOTALENERGIES SE 140,200.0 $12.8M 0.05% +54K +62.5% $90.98
318 RIO PUT RIO TINTO PLC Basic Materials 136,600.0 $12.7M 0.05% -97K -41.5% $93.29 +11.1%
319 TGB TASEKO MINES LTD Basic Materials 1,975,144.0 $12.7M 0.05% NEW $6.45 +5.9%
320 ORACLE CORP 275,000.0 $12.7M 0.05% NEW $46.22
Page 16 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%