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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 97 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 BMO PUT BANK MONTREAL MEDIUM Financial Services 7,100.0 $1.3M 0.00% -6K -45.8% $176.70 -2.2%
1922 WHR WHIRLPOOL CORP Consumer Cyclical 31,804.0 $1.3M 0.00% +28K +699.7% $39.42 +1.8%
1923 CVI PUT CVR ENERGY INC Energy 45,500.0 $1.3M 0.00% -34K -43.1% $27.54 +45.4%
1924 KYIVSTAR GROUP LTD 195,475.0 $1.3M 0.00% $6.41
1925 ED CALL CONSOLIDATED EDISON INC Utilities 11,300.0 $1.3M 0.00% -24K -67.7% $110.63 -2.3%
1926 OTIS OTIS WORLDWIDE CORP Industrials 17,427.0 $1.2M 0.00% -2K -10.1% $71.60 +1.1%
1927 TGTX CALL TG THERAPEUTICS INC Healthcare 22,700.0 $1.2M 0.00% +8K +58.7% $54.94 +0.2%
1928 SMR PUT NUSCALE PWR CORP Utilities 124,200.0 $1.2M 0.00% +49K +65.6% $10.03 -7.5%
1929 MGM PUT MGM RESORTS INTERNATIONAL Consumer Cyclical 26,000.0 $1.2M 0.00% -22K -45.4% $47.81 -9.1%
1930 DOCN PUT DIGITALOCEAN HLDGS INC Technology 7,900.0 $1.2M 0.00% -15K -65.5% $157.03 -26.8%
1931 GT CALL GOODYEAR TIRE & RUBR CO Consumer Cyclical 187,600.0 $1.2M 0.00% -306K -62.0% $6.60 -5.2%
1932 KLAC CALL KLA CORP Technology 4,100.0 $1.2M 0.00% +3K +241.7% $301.71 -39.1%
1933 CYTK CALL CYTOKINETICS INC Healthcare 14,500.0 $1.2M 0.00% -11K -44.0% $85.19 -7.0%
1934 ONON CALL ON HLDG AG Consumer Cyclical 34,800.0 $1.2M 0.00% -50K -59.1% $35.42 -17.5%
1935 BAC BANK OF AMER CORP Financial Services 21,630.0 $1.2M 0.00% -1.6M -98.6% $56.98 +9.2%
1936 CALL CRH PLC 11,500.0 $1.2M 0.00% -2K -12.2% $107.00
1937 CAG CALL CONAGRA BRANDS INC Consumer Defensive 91,400.0 $1.2M 0.00% -248K -73.1% $13.46 +20.4%
1938 GAP CALL GAP INC Consumer Cyclical 65,800.0 $1.2M 0.00% +45K +222.6% $18.68 +13.2%
1939 RACE CALL FERRARI N V Consumer Cyclical 3,300.0 $1.2M 0.00% -2K -41.1% $372.29 +10.9%
1940 CALL STUBHUB HLDGS INC 95,300.0 $1.2M 0.00% NEW $12.87
Page 97 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%