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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 205 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 GNW PUT GENWORTH FINL INC Financial Services 6,900.0 $65K $9.47 +4.3%
4082 CAMT PUT CAMTEK LTD Technology 400.0 $65K NEW $163.12 -10.0%
4083 EXPD CALL EXPEDITORS INTL WASH INC Industrials 400.0 $65K -4K -90.9% $162.98 +15.2%
4084 BTBT BIT DIGITAL INC Financial Services 36,164.0 $65K +36K +10000.0% $1.80 -15.0%
4085 FWRD CALL FORWARD AIR CORP Industrials 4,800.0 $65K NEW $13.51 +34.0%
4086 FE FIRSTENERGY CORP Utilities 1,358.0 $65K NEW $47.54 -3.3%
4087 EWBC PUT EAST WEST BANCORP INC Financial Services 500.0 $65K NEW $129.09 +0.7%
4088 CALM PUT CAL MAINE FOODS INC Consumer Defensive 800.0 $64K -2K -70.4% $80.56 +2.8%
4089 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 2,099.0 $64K NEW $30.61 +27.1%
4090 CSIQ PUT CANADIAN SOLAR INC Energy 4,000.0 $64K -12K -75.0% $16.02 -9.2%
4091 ARMADA ACQUISITION CORP II 75,000.0 $64K $0.85
4092 CAH CARDINAL HEALTH INC Healthcare 267.0 $63K -2K -88.9% $237.56 -3.4%
4093 EMBJ EMBRAER S.A. Industrials 994.0 $63K +23.0 +2.4% $63.80 +19.0%
4094 BROWN FORMAN CORP 2,374.0 $63K NEW $26.65
4095 GNTX CALL GENTEX CORP Consumer Cyclical 2,500.0 $63K -61K -96.1% $25.27 -6.5%
4096 EZPW EZCORP INC Financial Services 1,826.0 $63K -1K -43.9% $34.57 -6.8%
4097 REGN CALL REGENERON PHARMACEUTICALS Healthcare 100.0 $62K -1K -91.7% $623.54 +33.8%
4098 NAVI PUT NAVIENT CORPORATION Financial Services 7,300.0 $62K NEW $8.51 +11.0%
4099 PUT KODIAK AI INC. 12,200.0 $62K $5.08
4100 POST CALL POST HLDGS INC Consumer Defensive 700.0 $62K NEW $88.26 -8.8%
Page 205 of 234  ·  4,674 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
Technology 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%