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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 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WOR CALL WORTHINGTON ENTERPRISES INC Industrials 4,900.0 $255K NEW $52.14 +15.8%
302 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,162.0 $254K NEW $117.40 -37.5%
303 ACM AECOM Industrials 2,992.0 $254K NEW $84.82 -18.9%
304 FCN FTI CONSULTING INC Industrials 1,430.0 $253K NEW $176.77 -17.6%
305 AYI CALL ACUITY INC Industrials 900.0 $252K NEW $280.22 +13.3%
306 NFG NATIONAL FUEL GAS CO Energy 2,675.0 $251K NEW $93.96 -19.2%
307 VGT VANGUARD WORLD FD 360.0 $251K NEW $697.72 -82.8%
308 LWLG PUT LIGHTWAVE LOGIC INC Basic Materials 35,700.0 $251K NEW $7.03 +39.1%
309 CRUS CIRRUS LOGIC INC Technology 1,724.0 $249K NEW $144.62 +14.3%
310 OCUL CALL OCULAR THERAPEUTIX INC Healthcare 29,000.0 $246K NEW $8.47 +11.3%
311 CWEN CALL CLEARWAY ENERGY INC Utilities 6,200.0 $244K NEW $39.29 -4.8%
312 ANNALY CAPITAL MANAGEMENT IN 11,514.0 $244K NEW $21.15
313 RUN SUNRUN INC Energy 17,894.0 $243K NEW $13.56 -0.3%
314 CPA COPA HOLDINGS SA Industrials 2,114.0 $240K NEW $113.61 +32.9%
315 CNK CINEMARK HLDGS INC Communication Services 8,325.0 $237K NEW $28.52 +18.4%
316 DOC PUT HEALTHPEAK PROPERTIES INC Real Estate 14,400.0 $237K NEW $16.43 +19.1%
317 WH PUT WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,900.0 $236K NEW $81.23 +3.7%
318 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,485.0 $234K NEW $22.27 -5.0%
319 HE PUT HAWAIIAN ELEC INDS INC MTN B Utilities 15,700.0 $233K NEW $14.84 -12.3%
320 SKY CALL CHAMPION HOMES INC Consumer Cyclical 3,100.0 $231K NEW $74.37 +12.1%
Page 16 of 31  ·  606 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%