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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 222 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4421 PTLO PUT PORTILLOS INC Consumer Cyclical 3,500.0 $17K NEW $4.74 +3.6%
4422 OPPFI INC 550,240.0 $17K -7K -1.3% $0.03
4423 DTE DTE ENERGY CO Utilities 108.0 $16K -2K -94.4% $152.37 -8.7%
4424 PENN PENN ENTERTAINMENT INC Consumer Cyclical 764.0 $16K -7K -90.2% $21.36 -13.1%
4425 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 254.0 $16K -10K -97.5% $64.01 +16.6%
4426 AMLX CALL AMYLYX PHARMACEUTICALS INC Healthcare 900.0 $16K -5K -85.7% $17.96 +114.9%
4427 CNR PUT CORE NATURAL RESOURCES INC Energy 200.0 $16K -11K -98.2% $80.02 +16.6%
4428 SANM SANMINA CORP Technology 63.0 $16K -1K -94.6% $253.08 -23.1%
4429 VIPS PUT VIPSHOP HLDGS LTD Consumer Cyclical 1,200.0 $16K NEW $13.26 +9.0%
4430 IQVIA HLDGS INC 82.0 $16K +61.0 +290.5% $193.22
4431 EXEL EXELIXIS INC Healthcare 291.0 $16K -613.0 -67.8% $54.41 -0.0%
4432 ES EVERSOURCE ENERGY Utilities 218.0 $16K -650.0 -74.9% $72.27 -0.4%
4433 WMS CALL ADVANCED DRAIN SYS INC DEL Industrials 100.0 $16K NEW $156.96 -6.7%
4434 RICE ACQUISITION CORP 3 15,833.0 $16K $0.99
4435 FIGS FIGS INC Consumer Cyclical 1,526.0 $16K -571K -99.7% $10.23 +41.6%
4436 CALL SEABRIDGE GOLD INC 600.0 $15K NEW $25.74
4437 MED MEDIFAST INC Consumer Cyclical 1,452.0 $15K +1K +10000.0% $10.61 +9.1%
4438 NEOG PUT NEOGEN CORP Healthcare 1,700.0 $15K +500.0 +41.7% $8.99 +35.2%
4439 ATEX ANTERIX INC Communication Services 148.0 $15K NEW $102.94 -13.9%
4440 SCI CALL SERVICE CORP INTL Consumer Cyclical 200.0 $15K -2K -88.2% $75.96 +9.5%
Page 222 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%