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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 22 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 13,609.0 $108K NEW $7.90 -4.4%
422 VET VERMILION ENERGY INC Energy 11,305.0 $106K NEW $9.37 +37.0%
423 FPS FORGENT POWER SOLUTIONS INC Industrials 1,878.0 $105K NEW $55.86 -40.3%
424 CRC CALIFORNIA RES CORP Energy 1,962.0 $104K NEW $52.87 +1.0%
425 CALL RYANAIR HOLDINGS PLC 1,600.0 $104K NEW $64.75
426 FORM FORMFACTOR INC Technology 645.0 $103K NEW $159.93 -27.6%
427 HSAI HESAI GROUP Consumer Cyclical 5,649.0 $103K NEW $18.22 +2.2%
428 WMG PUT WARNER MUSIC GROUP CORP Communication Services 3,800.0 $103K NEW $27.07 +0.1%
429 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 7,599.0 $101K NEW $13.26 +7.8%
430 COPX GLOBAL X FDS 1,300.0 $100K NEW $76.97 +16.8%
431 AEIS ADVANCED ENERGY INDS Industrials 268.0 $100K NEW $372.87 -21.5%
432 AMPX CALL AMPRIUS TECHNOLOGIES INC Industrials 7,200.0 $100K NEW $13.86 -26.4%
433 PUT THOMSON REUTERS CORP 1,200.0 $98K NEW $81.67
434 GO GROCERY OUTLET HLDG CORP Consumer Defensive 9,705.0 $97K NEW $9.98 +11.3%
435 VGT CALL VANGUARD WORLD FD 800.0 $96K NEW $119.52 -1.0%
436 CANOPY GROWTH CORPORATION 96,765.0 $92K NEW $0.95
437 SPIRE GLOBAL INC 4,842.0 $90K NEW $18.60
438 RPM CALL RPM INTL INC Basic Materials 800.0 $89K NEW $111.15 -0.8%
439 ESS PUT ESSEX PPTY TR INC Real Estate 300.0 $87K NEW $291.59 -1.3%
440 IPGP IPG PHOTONICS CORP Technology 733.0 $86K NEW $117.32 -36.6%
Page 22 of 28  ·  557 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 38.8%
Communication Services 16.0%
Financial Services 14.9%
Consumer Cyclical 8.3%
Healthcare 8.2%
Industrials 5.8%
Energy 2.3%
Basic Materials 2.0%
Consumer Defensive 1.9%
Utilities 1.2%