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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 5 of 63  ·  1,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDX CALL FEDEX CORP Industrials 197,200.0 $70.2M 0.12% +27K +15.7% $356.18 -8.4%
82 CEG CALL CONSTELLATION ENERGY CORP Utilities 251,400.0 $70.2M 0.12% +85K +50.7% $279.25 -1.9%
83 PUT BROOKFIELD ASSET MANAGMT LTD 1,572,500.0 $69.9M 0.12% +1.6M +10000.0% $44.45
84 TXN CALL TEXAS INSTRS INC Technology 356,500.0 $69.2M 0.12% +77K +27.5% $194.14 +66.3%
85 NET CALL CLOUDFLARE INC Technology 333,800.0 $68.9M 0.12% +74K +28.6% $206.34 +8.6%
86 WFC CALL WELLS FARGO & CO Financial Services 861,400.0 $68.6M 0.11% +125K +16.9% $79.61 +3.3%
87 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,750,103.0 $67.2M 0.11% +268K +18.0% $38.42 -7.3%
88 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 276,600.0 $67.0M 0.11% +26K +10.2% $242.39 +2.8%
89 HD CALL HOME DEPOT INC Consumer Cyclical 203,100.0 $66.8M 0.11% +34K +20.1% $328.89 +1.6%
90 ASML ASML HLDG NV Technology 50,220.0 $66.3M 0.11% +37K +273.2% $1320.83 +46.1%
91 VFC PUT V F CORP Consumer Cyclical 3,896,300.0 $66.2M 0.11% +831K +27.1% $16.99 +2.0%
92 XLU CALL SELECT SECTOR SPDR TR 1,407,700.0 $64.6M 0.11% +529K +60.2% $45.89 -2.5%
93 EVR CALL EVERCORE INC Financial Services 215,800.0 $64.4M 0.11% +216K +10000.0% $298.51 +24.5%
94 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 2,109,000.0 $63.5M 0.11% +300K +16.6% $30.12 +4.5%
95 SLB CALL SLB LIMITED Energy 1,230,300.0 $63.2M 0.10% +466K +61.0% $51.39 -6.4%
96 NEE PUT NEXTERA ENERGY INC Utilities 680,300.0 $63.2M 0.10% +81K +13.5% $92.88 -6.6%
97 SHOP CALL SHOPIFY INC Technology 530,100.0 $62.9M 0.10% +171K +47.8% $118.62 -8.2%
98 CVNA PUT CARVANA CO Consumer Cyclical 199,500.0 $62.7M 0.10% +35K +21.1% $314.38 -78.8%
99 ADBE ADOBE INC Technology 251,918.0 $61.2M 0.10% +71K +38.9% $243.08 -19.7%
100 CVS CALL CVS HEALTH CORP Healthcare 849,800.0 $61.0M 0.10% +73K +9.4% $71.82 +36.9%
Page 5 of 63  ·  1,250 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 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%