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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 2 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CF CF INDUSTRIES HOLD Basic Materials 93,236.0 $12.1M 0.02% NEW $129.84 -20.7%
22 EWY CALL ISHARES INC 97,800.0 $12.0M 0.02% NEW $123.01 +78.2%
23 LITE LUMENTUM HLDGS INC Technology 16,458.0 $11.6M 0.02% NEW $702.76 +21.0%
24 BA BOEING CO Industrials 57,253.0 $11.4M 0.02% NEW $199.03 +11.9%
25 AFRM AFFIRM HLDGS INC Technology 246,078.0 $11.3M 0.02% NEW $45.82 +61.3%
26 POWL POWELL INDS INC Industrials 20,480.0 $11.1M 0.02% NEW $541.08 -45.1%
27 BKLN PUT INVESCO EXCH TRADED FD TR II 500,000.0 $10.2M 0.02% NEW $20.41 +0.2%
28 LAD LITHIA MTRS INC Consumer Cyclical 40,543.0 $10.1M 0.02% NEW $249.72 +18.1%
29 ITRI PUT ITRON INC Technology 100,500.0 $9.0M 0.01% NEW $89.63 -9.8%
30 SU SUNCOR ENERGY INC NEW Energy 123,139.0 $8.1M 0.01% NEW $66.11 -16.3%
31 ARES ARES MANAGEMENT CORPORATION Financial Services 72,134.0 $7.9M 0.01% NEW $109.10 +18.6%
32 SLV ISHARES SILVER TR Financial Services 111,076.0 $7.6M 0.01% NEW $68.14 -12.7%
33 BILI BILIBILI INC Technology 334,791.0 $7.6M 0.01% NEW $22.56 -23.8%
34 SILJ AMPLIFY ETF TR 237,154.0 $7.0M 0.01% NEW $29.72 -6.1%
35 SCCO SOUTHERN COPPER CORP Basic Materials 40,636.0 $7.0M 0.01% NEW $172.06 +12.1%
36 XLB SELECT SECTOR SPDR TR 136,043.0 $6.8M 0.01% NEW $49.97 +3.7%
37 SILJ PUT AMPLIFY ETF TR 227,500.0 $6.8M 0.01% NEW $29.72 -6.1%
38 GDXJ VANECK ETF TRUST 55,594.0 $6.7M 0.01% NEW $120.04 -10.7%
39 HNRG PUT HALLADOR ENERGY COMPANY Energy 403,200.0 $6.6M 0.01% NEW $16.28 +19.5%
40 GSK GSK PLC Healthcare 118,561.0 $6.5M 0.01% NEW $55.19 -8.2%
Page 2 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%