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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $87.6B AUM 3,913 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 557 New 1803 Added 1445 Reduced 691 Exited
Page 87 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 EH EHANG HLDGS LTD Industrials 19,334.0 $127K +15K +309.4% $6.55 -15.9%
1722 ADT ADT INC DEL Industrials 19,393.0 $126K +11K +125.3% $6.50 +13.5%
1723 GENI PUT GENIUS SPORTS LIMITED Communication Services 20,600.0 $125K +5K +32.0% $6.06 +33.0%
1724 PUT SPIRE GLOBAL INC 6,600.0 $123K +3K +94.1% $18.60
1725 FBIN CALL FORTUNE BRANDS INNOVATIONS I Industrials 2,200.0 $121K +700.0 +46.7% $54.90 -18.9%
1726 CALL AURORA CANNABIS INC 43,100.0 $120K +16K +56.7% $2.79
1727 ZIP CALL ZIPRECRUITER INC Industrials 31,900.0 $120K +4K +13.5% $3.75 +12.3%
1728 NWL PUT NEWELL BRANDS INC Consumer Defensive 19,200.0 $118K +3K +15.7% $6.14 -0.8%
1729 BLMN CALL BLOOMIN BRANDS INC Consumer Cyclical 12,600.0 $115K +5K +65.8% $9.14 +27.2%
1730 CXM PUT SPRINKLR INC Technology 21,700.0 $112K +16K +280.7% $5.16 +43.4%
1731 REPL CALL REPLIMUNE GROUP INC Healthcare 9,900.0 $110K +2K +28.6% $11.07 +33.4%
1732 CALL KODIAK AI INC. 20,900.0 $106K +17K +435.9% $5.08
1733 DBI DESIGNER BRANDS INC Consumer Cyclical 17,809.0 $104K +11K +161.9% $5.83 -1.4%
1734 CXM CALL SPRINKLR INC Technology 19,700.0 $102K +10K +97.0% $5.16 +43.4%
1735 AVTR PUT AVANTOR INC Healthcare 10,000.0 $99K +10K +3233.3% $9.90 +46.1%
1736 VGT PUT VANGUARD WORLD FD 800.0 $96K +700.0 +700.0% $119.52 -0.9%
1737 GPK CALL GRAPHIC PACKAGING HLDG CO Consumer Cyclical 9,000.0 $95K +4K +80.0% $10.57 +13.2%
1738 WT PUT WISDOMTREE INC Financial Services 5,600.0 $95K +2K +36.6% $16.94 +38.8%
1739 CX CALL CEMEX SA EURO MTN BE 144A Basic Materials 7,900.0 $95K +1K +14.5% $12.00 -7.4%
1740 NWL CALL NEWELL BRANDS INC Consumer Defensive 15,400.0 $95K +5K +49.5% $6.14 -0.8%
Page 87 of 91  ·  1,803 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 39.5%
Financial Services 14.9%
Communication Services 14.7%
Consumer Cyclical 8.5%
Healthcare 8.3%
Industrials 5.9%
Energy 2.3%
Basic Materials 2.1%
Consumer Defensive 2.0%
Utilities 1.3%