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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 209 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4161 CALL VINFAST AUTO LTD 10,200.0 $34K NEW $3.34
4162 MTB M & T BK CORP Financial Services 169.0 $34K NEW $201.48 +2.4%
4163 EVR CALL EVERCORE INC Financial Services 100.0 $34K NEW $340.25 -2.0%
4164 WOOF CALL PETCO HEALTH & WELLNESS CO I Consumer Cyclical 12,100.0 $34K NEW $2.81 -9.3%
4165 DY PUT DYCOM INDS INC Industrials 100.0 $34K NEW $337.90 +24.2%
4166 EWBC PUT EAST WEST BANCORP INC Financial Services 300.0 $34K NEW $112.39 +7.7%
4167 AOSL PUT ALPHA & OMEGA SEMICONDUCTOR Technology 1,700.0 $34K NEW $19.81 +95.0%
4168 STLD STEEL DYNAMICS INC Basic Materials 197.0 $33K NEW $169.45 +34.9%
4169 UIS UNISYS CORP Technology 12,087.0 $33K NEW $2.76 +9.4%
4170 UAA CALL UNDER ARMOUR INC Consumer Cyclical 6,700.0 $33K NEW $4.97 +1.0%
4171 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 3,404.0 $33K NEW $9.65 +33.1%
4172 FLEX FLEX LTD Technology 543.0 $33K NEW $60.42 +114.7%
4173 OTG ACQUISITION CORP. I 102,393.0 $33K NEW $0.32
4174 CM CANADIAN IMPERIAL BANK OF CO Financial Services 361.0 $33K NEW $90.61 +23.9%
4175 SAIA CALL SAIA INC Industrials 100.0 $33K NEW $326.52 +40.4%
4176 SAIA PUT SAIA INC Industrials 100.0 $33K NEW $326.52 +40.4%
4177 NBR CALL NABORS INDUSTRIES LTD Energy 600.0 $33K NEW $54.30 +103.7%
4178 TLRY PUT TILRAY BRANDS INC Healthcare 3,600.0 $33K NEW $9.03 -42.6%
4179 HMC PUT HONDA MOTOR LTD Consumer Cyclical 1,100.0 $32K NEW $29.48 -14.5%
4180 BLUE ACQUISITION CORP. 100,000.0 $32K NEW $0.32
Page 209 of 225  ·  4,487 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 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%