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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 82 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 WEN CALL WENDYS CO Consumer Cyclical 239,900.0 $1.7M 0.01% -334K -58.2% $6.95 +11.5%
1622 WEC CALL WEC ENERGY GROUP INC Utilities 14,400.0 $1.7M 0.01% -9K -39.5% $115.77 -4.4%
1623 AGRO ADECOAGRO S A Consumer Defensive 110,881.0 $1.7M 0.01% NEW $15.02 -9.3%
1624 PNC CALL PNC FINL SVCS GROUP INC Financial Services 8,000.0 $1.7M 0.01% -46K -85.3% $208.09 +4.2%
1625 CELH CALL CELSIUS HLDGS INC Consumer Defensive 46,900.0 $1.7M 0.01% -99K -67.8% $35.48 -16.3%
1626 CB PUT CHUBB LTD SWITZ Financial Services 5,100.0 $1.7M 0.01% -2K -31.1% $325.93 +1.3%
1627 APTIV PLC 23,879.0 $1.7M 0.01% +22K +1486.6% $69.44
1628 BAX CALL BAXTER INTL INC Healthcare 98,500.0 $1.7M 0.01% -156K -61.4% $16.80 +13.3%
1629 HPQ PUT HP INC Technology 86,000.0 $1.7M 0.01% -257K -74.9% $19.21 +14.0%
1630 GFI PUT GOLD FIELDS LTD Basic Materials 36,300.0 $1.6M 0.01% -69K -65.6% $45.40 -11.7%
1631 ITW CALL ILLINOIS TOOL WKS INC Industrials 6,300.0 $1.6M 0.01% +2K +34.0% $260.29 -4.0%
1632 STEP STEPSTONE GROUP INC Financial Services 34,282.0 $1.6M 0.01% NEW $47.72 +9.0%
1633 DE PUT DEERE & CO Industrials 2,900.0 $1.6M 0.01% -20K -87.5% $563.30 -5.7%
1634 FET FORUM ENERGY TECHNOLOGIES IN Energy 27,813.0 $1.6M 0.01% NEW $58.66 -0.3%
1635 SNPS CALL SYNOPSYS INC Technology 4,100.0 $1.6M 0.01% -10K -70.3% $396.48 +25.8%
1636 MTDR PUT MATADOR RES CO Energy 25,700.0 $1.6M 0.01% -3K -9.5% $63.18 -11.2%
1637 MTSI CALL MACOM TECH SOLUTIONS HLDGS I Technology 7,300.0 $1.6M 0.01% +5K +284.2% $222.07 +71.3%
1638 HUBB HUBBELL INC Industrials 3,301.0 $1.6M 0.01% -55K -94.4% $490.74 -6.1%
1639 TFC CALL TRUIST FINL CORP Financial Services 35,200.0 $1.6M 0.01% +16K +84.3% $45.97 +4.4%
1640 APLS CALL APELLIS PHARMACEUTICALS INC Healthcare 40,200.0 $1.6M 0.01% +35K +737.5% $40.23 +2.0%
Page 82 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%