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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 46 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HSAI PUT HESAI GROUP Consumer Cyclical 19,900.0 $363K -39K -66.2% $18.22 -0.4%
902 VNET VNET GROUP INC Technology 44,921.0 $361K -9K -16.1% $8.04 -19.5%
903 PUT AMCOR PLC 8,300.0 $360K -6K -43.1% $43.35
904 TXT PUT TEXTRON INC Industrials 3,900.0 $358K -3K -46.6% $91.73 -10.5%
905 NOC PUT NORTHROP GRUMMAN CORP Industrials 700.0 $357K -1K -61.1% $509.31 +7.8%
906 VSNT PUT VERSANT MEDIA GROUP INC Industrials 9,900.0 $356K -3K -24.4% $36.01 +9.2%
907 CALM CALL CAL MAINE FOODS INC Consumer Defensive 4,400.0 $354K -5K -53.2% $80.56 +5.0%
908 ABR PUT ARBOR REALTY TRUST INC Real Estate 65,200.0 $353K -9K -12.6% $5.42 -3.1%
909 TYL TYLER TECHNOLOGIES INC Technology 1,208.0 $353K -6K -83.6% $292.46 +21.7%
910 PONY AI INC 50,582.0 $352K -22K -30.5% $6.95
911 CMC CALL COMMERCIAL METALS CO Basic Materials 5,600.0 $351K -4K -39.8% $62.75 +3.4%
912 BALL BALL CORP Consumer Cyclical 5,618.0 $351K -1K -17.8% $62.40 +3.2%
913 WBS WEBSTER FINL CORP Financial Services 4,556.0 $348K -15K -77.2% $76.42 +1.5%
914 SEI PUT SOLARIS ENERGY INFRAS INC Energy 4,300.0 $346K -66K -93.9% $80.46 -33.5%
915 TRMD PUT TORM PLC Energy 13,100.0 $341K -23K -64.0% $26.06 +21.4%
916 NYT PUT NEW YORK TIMES CO MTN BE Communication Services 4,800.0 $336K -6K -53.4% $69.98 -3.6%
917 HII CALL HUNTINGTON INGALLS INDS INC Industrials 1,200.0 $336K -400.0 -25.0% $279.89 +5.3%
918 FORM PUT FORMFACTOR INC Technology 2,100.0 $336K -3K -56.2% $159.93 -32.5%
919 CALL NATWEST GROUP PLC 19,000.0 $335K -10K -34.5% $17.63
920 WM CALL WASTE MGMT INC DEL Industrials 1,500.0 $334K -7K -82.8% $222.88 +1.6%
Page 46 of 73  ·  1,445 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%