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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 194 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 EMBJ EMBRAER S.A. Industrials 971.0 $58K -290K -99.7% $59.34 -7.4%
3862 OSIS OSI SYSTEMS INC Technology 217.0 $58K NEW $265.51 -21.6%
3863 SPT PUT SPROUT SOCIAL INC Technology 10,100.0 $58K +6K +159.0% $5.70 +17.4%
3864 YMM CALL FULL TRUCK ALLIANCE CO LTD Technology 6,900.0 $57K NEW $8.30 +3.5%
3865 BLSH PUT BULLISH Technology 1,600.0 $57K +600.0 +60.0% $35.73 -0.4%
3866 SWBI SMITH & WESSON BRANDS INC Industrials 3,989.0 $57K NEW $14.33 +7.1%
3867 FHN CALL FIRST HORIZON CORPORATION Financial Services 2,500.0 $57K NEW $22.76 +3.3%
3868 VNOM PUT VIPER ENERGY INC Energy 1,200.0 $56K -3K -71.4% $46.99 +5.0%
3869 ALHC PUT ALIGNMENT HEALTHCARE INC Healthcare 3,200.0 $56K -4K -52.2% $17.62 -6.9%
3870 GNW PUT GENWORTH FINL INC Financial Services 6,900.0 $56K NEW $8.12 +13.5%
3871 CMC COMMERCIAL METALS CO Basic Materials 908.0 $56K -36K -97.5% $61.43 +11.3%
3872 LSCC PUT LATTICE SEMICONDUCTOR CORP Technology 600.0 $56K -4K -88.2% $92.76 +31.0%
3873 XLU SELECT SECTOR SPDR TR 1,211.0 $56K -15K -92.7% $45.89 -4.5%
3874 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 712.0 $56K -9K -92.8% $78.03 -3.0%
3875 LOCO CALL EL POLLO LOCO HLDGS INC Consumer Cyclical 4,000.0 $55K NEW $13.86 -1.8%
3876 PEGA PUT PEGASYSTEMS INC Technology 1,300.0 $55K -14K -91.5% $42.56 -18.9%
3877 KURA PUT KURA ONCOLOGY INC Healthcare 6,800.0 $55K -4K -35.9% $8.13 +12.1%
3878 WMS PUT ADVANCED DRAIN SYS INC DEL Industrials 400.0 $55K NEW $137.13 -3.8%
3879 CRNX CALL CRINETICS PHARMACEUTICALS IN Healthcare 1,500.0 $54K NEW $36.32 -5.1%
3880 PCG CALL PG&E CORP Utilities 3,100.0 $54K -114K -97.3% $17.57 -9.4%
Page 194 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%