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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 193 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 AEE AMEREN CORP Utilities 554.0 $61K NEW $109.92 -2.3%
3842 SMG CALL SCOTTS MIRACLE-GRO CO Basic Materials 1,000.0 $61K -4K -80.8% $60.81 -7.9%
3843 PUT CORE LABORATORIES INC 3,600.0 $60K NEW $16.79
3844 SAIL SAILPOINT INC Technology 4,552.0 $60K -329K -98.6% $13.24 +11.6%
3845 RRC RANGE RES CORP Energy 1,332.0 $60K +462.0 +53.1% $45.18 -6.4%
3846 ES EVERSOURCE ENERGY Utilities 868.0 $60K -6K -87.6% $69.28 -1.8%
3847 AON AON PLC Financial Services 186.0 $60K -81K -99.8% $322.78 +0.7%
3848 ITUB PUT ITAU UNIBANCO HLDG S A Financial Services 7,100.0 $59K NEW $8.38 -8.4%
3849 FLNG CALL FLEX LNG LTD Energy 2,000.0 $59K NEW $29.71 +9.1%
3850 CLBT CALL CELLEBRITE DI LTD Technology 4,300.0 $59K -2K -34.9% $13.78 -1.6%
3851 PONY AI INC 6,214.0 $59K -45K -87.8% $9.44
3852 ABCL PUT ABCELLERA BIOLOGICS INC Healthcare 16,800.0 $59K -67K -79.9% $3.49 +15.1%
3853 JANX PUT JANUX THERAPEUTICS INC Healthcare 4,200.0 $58K -7K -61.1% $13.90 -0.9%
3854 MDT MEDTRONIC PLC Healthcare 673.0 $58K -468K -99.9% $86.65 -10.8%
3855 OXY OCCIDENTAL PETE CORP Energy 896.0 $58K -53K -98.3% $65.00 -7.6%
3856 PTLO CALL PORTILLOS INC Consumer Cyclical 11,000.0 $58K -136K -92.5% $5.29 -25.4%
3857 AXTA CALL AXALTA COATING SYS LTD Basic Materials 2,100.0 $58K $27.70 -1.8%
3858 NRGV ENERGY VAULT HOLDINGS INC Utilities 17,589.0 $58K NEW $3.30 +41.8%
3859 MCK MCKESSON CORP Healthcare 67.0 $58K -83K -99.9% $865.36 -10.4%
3860 CRON CALL CRONOS GROUP INC Healthcare 23,000.0 $58K $2.51 +3.6%
Page 193 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%