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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 166 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 EL CALL LAUDER ESTEE COS INC Consumer Defensive 3,000.0 $215K 0.00% -20K -86.7% $71.77 +9.9%
3302 BGSF BGSF INC Industrials 33,250.0 $215K 0.00% NEW $6.47 -17.6%
3303 JCAP JEFFERSON CAPITAL INC Financial Services 11,174.0 $215K 0.00% -5K -32.3% $19.23 -9.6%
3304 WHR WHIRLPOOL CORP Consumer Cyclical 3,977.0 $214K 0.00% -23K -85.5% $53.92 -23.0%
3305 CALL STANDARDAERO INC 8,300.0 $214K 0.00% +100.0 +1.2% $25.83
3306 ULBI ULTRALIFE CORP Industrials 32,880.0 $214K 0.00% -5K -13.3% $6.52 -8.1%
3307 ODDITY TECH LTD 16,010.0 $214K 0.00% +9K +116.7% $13.38
3308 SCI SERVICE CORP INTL Consumer Cyclical 2,592.0 $214K 0.00% NEW $82.51 -6.0%
3309 CALM PUT CAL MAINE FOODS INC Consumer Defensive 2,700.0 $214K 0.00% -1K -27.0% $79.15 -2.8%
3310 FORM CALL FORMFACTOR INC Technology 2,200.0 $213K 0.00% NEW $96.99 +32.0%
3311 SNY SANOFI SA Healthcare 4,418.0 $213K 0.00% +4K +10000.0% $48.18 -7.3%
3312 CLSK PUT CLEANSPARK INC Technology 25,000.0 $213K 0.00% -284K -91.9% $8.51 +85.2%
3313 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 6,285.0 $213K 0.00% -58K -90.3% $33.85 +46.0%
3314 GRRR CALL GORILLA TECHNOLOGY GROUP INC Technology 20,200.0 $213K 0.00% -6K -24.1% $10.53 +35.4%
3315 HSBC HSBC HLDGS PLC Financial Services 2,574.0 $212K 0.00% +2K +933.7% $82.49 +11.6%
3316 CENX CALL CENTURY ALUM CO Basic Materials 3,600.0 $211K 0.00% -47K -92.9% $58.69 +3.0%
3317 KC PUT KINGSOFT CLOUD HLDGS LTD Technology 15,800.0 $211K 0.00% +2K +10.5% $13.36 +2.0%
3318 OLED CALL UNIVERSAL DISPLAY CORP Technology 2,300.0 $211K 0.00% -6K -71.6% $91.66 -0.1%
3319 FLR PUT FLUOR CORP Industrials 4,500.0 $210K 0.00% -2K -28.6% $46.65 -4.4%
3320 DAC DANAOS CORPORATION Industrials 1,862.0 $210K 0.00% -13K -87.1% $112.64 +17.8%
Page 166 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%