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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 168 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 WH CALL WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,500.0 $203K 0.00% NEW $81.23 -0.4%
3342 LRN CALL STRIDE INC Consumer Defensive 2,300.0 $203K 0.00% -21K -90.0% $88.17 -0.6%
3343 SLDP SOLID POWER INC Industrials 67,190.0 $202K 0.00% +36K +118.7% $3.00 -7.7%
3344 AGNC AGNC INVT CORP Real Estate 20,087.0 $201K 0.00% NEW $10.03 +2.3%
3345 KB KB FINL GROUP INC Financial Services 2,017.0 $201K 0.00% NEW $99.73 +5.2%
3346 SKY CALL CHAMPION HOMES INC Consumer Cyclical 2,700.0 $201K 0.00% NEW $74.37 -6.2%
3347 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3,661.0 $201K 0.00% +2K +152.3% $54.81 +12.0%
3348 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 4,400.0 $200K 0.00% +2K +109.5% $45.38 -15.1%
3349 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 10,796.0 $200K 0.00% -766K -98.6% $18.49 +17.6%
3350 WT PUT WISDOMTREE INC Financial Services 13,700.0 $199K 0.00% NEW $14.56 +32.0%
3351 MAS PUT MASCO CORP Industrials 3,300.0 $199K 0.00% -2K -37.7% $60.37 +11.2%
3352 HRI CALL HERC HLDGS INC Industrials 2,000.0 $199K 0.00% +1K +233.3% $99.55 +30.2%
3353 SOLV SOLVENTUM CORP Healthcare 3,044.0 $199K 0.00% +2K +225.6% $65.30 +16.6%
3354 ESI CALL ELEMENT SOLUTIONS INC Basic Materials 5,800.0 $198K 0.00% NEW $34.14 +18.2%
3355 FSM PUT FORTUNA MNG CORP Basic Materials 19,900.0 $198K 0.00% -107K -84.3% $9.93 -5.1%
3356 COCO PUT VITA COCO CO INC Consumer Defensive 4,100.0 $196K 0.00% NEW $47.91 +64.5%
3357 PUT EVEREST GROUP LTD 600.0 $196K 0.00% -100.0 -14.3% $326.85
3358 PRGO PERRIGO CO PLC Healthcare 18,225.0 $196K 0.00% +17K +1874.5% $10.74 +3.9%
3359 AVO MISSION PRODUCE INC Consumer Defensive 14,220.0 $196K 0.00% NEW $13.76 -13.2%
3360 SIG CALL SIGNET JEWELERS LIMITED Consumer Cyclical 2,300.0 $195K 0.00% -2K -39.5% $84.64 -7.2%
Page 168 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%