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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 197 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 ARMADA ACQUISITION CORP II 75,000.0 $45K $0.60
3922 FG MERGER II CORP 104,289.0 $45K -115K -52.4% $0.43
3923 XLE SELECT SECTOR SPDR TR 731.0 $45K -64K -98.9% $61.26 -1.2%
3924 WHD CACTUS INC Energy 945.0 $45K -12K -92.8% $47.37 +20.2%
3925 HELE PUT HELEN OF TROY LTD Consumer Defensive 3,100.0 $45K -77K -96.1% $14.42 +56.8%
3926 BITCOIN INFRASTRUCTURE ACQUI 150,000.0 $45K $0.30
3927 FORM FORMFACTOR INC Technology 459.0 $45K NEW $96.99 +30.2%
3928 APPN APPIAN CORP Technology 1,839.0 $44K -62K -97.1% $24.11 -12.5%
3929 KALV CALL KALVISTA PHARMACEUTICALS INC Healthcare 2,200.0 $44K NEW $20.13 +32.8%
3930 AJG GALLAGHER ARTHUR J & CO Financial Services 204.0 $44K +199.0 +3980.0% $216.58 -4.4%
3931 PPL PPL CORP Utilities 1,154.0 $44K +1K +10000.0% $38.20 -8.7%
3932 SNBR CALL SLEEP NUMBER CORP Consumer Cyclical 24,500.0 $44K -54K -68.8% $1.80 -13.7%
3933 ENR ENERGIZER HLDGS INC Industrials 2,656.0 $44K NEW $16.42 +2.4%
3934 BOLD BOUNDLESS BIO INC Healthcare 39,624.0 $44K $1.10 +29.1%
3935 CRSP CRISPR THERAPEUTICS AG Healthcare 915.0 $44K NEW $47.57 +1.8%
3936 HTZ PUT HERTZ GLOBAL HLDGS INC Industrials 9,400.0 $43K +9K +1075.0% $4.61 +20.0%
3937 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 24,512.0 $43K -83K -77.1% $1.76 +92.6%
3938 EXPD PUT EXPEDITORS INTL WASH INC Industrials 300.0 $43K -300.0 -50.0% $143.23 +8.5%
3939 LEIDOS HOLDINGS INC 275.0 $43K NEW $155.52
3940 HENNESSY CAP INVT CORP VII 149,884.0 $43K -1K -0.7% $0.29
Page 197 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%