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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 5 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC CALL WELLS FARGO & CO Financial Services 679,700.0 $56.2M 0.06% -182K -21.1% $82.64 +1.5%
82 NEE CALL NEXTERA ENERGY INC Utilities 613,600.0 $53.9M 0.06% -22K -3.5% $87.77 -4.7%
83 SLB CALL SLB LIMITED Energy 1,131,500.0 $52.6M 0.06% -99K -8.0% $46.49 +15.9%
84 XOP PUT SPDR SERIES TRUST 337,800.0 $52.1M 0.06% -69K -16.9% $154.26 +22.9%
85 ARES CALL ARES MANAGEMENT CORPORATION Financial Services 462,200.0 $51.4M 0.06% -13K -2.8% $111.31 +26.9%
86 LMT PUT LOCKHEED MARTIN CORP Industrials 100,300.0 $51.1M 0.06% -9K -8.3% $509.46 +10.6%
87 WFC PUT WELLS FARGO & CO Financial Services 617,200.0 $51.0M 0.06% -44K -6.6% $82.64 +1.5%
88 COP CALL CONOCOPHILLIPS Energy 487,100.0 $50.6M 0.06% -33K -6.3% $103.96 +29.7%
89 HUM PUT HUMANA INC Healthcare 124,800.0 $49.6M 0.06% -44K -26.3% $397.22 -4.6%
90 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 1,425,900.0 $48.3M 0.06% -683K -32.4% $33.88 +10.2%
91 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 308,500.0 $45.7M 0.05% -84K -21.5% $148.16 -15.8%
92 PVH PUT PVH CORPORATION Consumer Cyclical 604,000.0 $44.9M 0.05% -58K -8.7% $74.26 +5.7%
93 BX BLACKSTONE INC Financial Services 373,962.0 $44.0M 0.05% -32K -7.8% $117.67 +21.8%
94 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 95,700.0 $43.9M 0.05% -62K -39.4% $459.13 +16.2%
95 MSTR CALL STRATEGY INC Technology 498,600.0 $43.3M 0.05% -91K -15.4% $86.93 +37.2%
96 NVO PUT NOVO-NORDISK A S Healthcare 886,500.0 $42.5M 0.05% -344K -28.0% $47.94 -2.5%
97 MRNA PUT MODERNA INC Healthcare 602,100.0 $42.2M 0.05% -135K -18.4% $70.03 +107.2%
98 PYPL CALL PAYPAL HLDGS INC Financial Services 975,900.0 $42.1M 0.05% -155K -13.7% $43.18 +42.5%
99 PDD PDD HOLDINGS INC Consumer Cyclical 543,714.0 $41.5M 0.05% -67K -11.0% $76.28 +15.9%
100 XLE SELECT SECTOR SPDR TR 761,254.0 $40.4M 0.05% -181K -19.2% $53.11 +19.8%
Page 5 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%