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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 234 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4661 GALAXY DIGITAL INC. 1.0 $27.0 NEW $27.00
4662 TLRY TILRAY BRANDS INC Healthcare 6.0 $27.0 NEW $4.50 +0.5%
4663 WEN WENDYS CO Consumer Cyclical 3.0 $25.0 -63K -100.0% $8.33 +0.2%
4664 SOUN SOUNDHOUND AI INC Technology 3.0 $19.0 -57K -100.0% $6.33 +10.1%
4665 RNW RENEW ENERGY GLOBAL PLC Utilities 2.0 $13.0 NEW $6.50 +4.8%
4666 CAL CALERES INC Consumer Cyclical 1.0 $12.0 -13K -100.0% $12.00 +10.0%
4667 BRIGHTSTAR LOTTERY PLC 1.0 $11.0 NEW $11.00
4668 NEWSMAX INC 1.0 $8.0 NEW $8.00
4669 DBI DESIGNER BRANDS INC Consumer Cyclical 1.0 $6.0 NEW $6.00 -1.4%
4670 DOMO DOMO INC Technology 2.0 $6.0 -4K -100.0% $3.00 +24.8%
4671 INDI INDIE SEMICONDUCTOR INC Technology 1.0 $4.0 NEW $4.00 +6.6%
4672 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 1.0 $4.0 -225K -100.0% $4.00 +7.7%
4673 DAVA ENDAVA PLC Technology 1.0 $3.0 -14K -100.0% $3.00 +1.5%
4674 AURORA CANNABIS INC 1.0 $3.0 NEW $3.00
Page 234 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%