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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 58 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 DFTX PUT DEFINIUM THERAPEUTICS INC Healthcare 2,600.0 $122K -500.0 -16.1% $47.04 -4.5%
1142 EMBJ PUT EMBRAER S.A. Industrials 1,900.0 $121K -3K -62.8% $63.80 +19.0%
1143 CLBT PUT CELLEBRITE DI LTD Technology 8,300.0 $121K -4K -32.5% $14.60 -24.3%
1144 VOYA PUT VOYA FINANCIAL INC Financial Services 1,300.0 $118K -1K -51.9% $90.53 +8.0%
1145 GOOS PUT CANADA GOOSE HLDGS INC Consumer Cyclical 12,300.0 $117K -200.0 -1.6% $9.51 -8.1%
1146 DK PUT DELEK US HLDGS INC NEW Energy 2,300.0 $117K -15K -86.6% $50.81 +40.7%
1147 HIMX HIMAX TECHNOLOGIES INC Technology 7,617.0 $117K -156K -95.3% $15.34 -10.1%
1148 VMI CALL VALMONT INDS INC Industrials 200.0 $116K -500.0 -71.4% $577.60 -15.9%
1149 QURE PUT UNIQURE NV Healthcare 2,500.0 $115K -29K -92.0% $46.06 +5.0%
1150 CLX PUT CLOROX CO DEL Consumer Defensive 1,200.0 $115K -4K -75.0% $95.44 +11.8%
1151 PR PERMIAN RESOURCES CORP Energy 6,209.0 $114K -128K -95.4% $18.41 +29.0%
1152 SONO CALL SONOS INC Technology 8,400.0 $114K -4K -31.1% $13.53 +17.0%
1153 STWD CALL STARWOOD PPTY TR INC Real Estate 6,900.0 $113K -13K -65.2% $16.38 +0.0%
1154 JLL JONES LANG LASALLE INC Real Estate 363.0 $113K -17K -98.0% $309.95 +25.0%
1155 BOX PUT BOX INC Technology 4,200.0 $111K -4K -48.8% $26.54 +24.0%
1156 VTRS CALL VIATRIS INC Healthcare 7,000.0 $111K -74K -91.3% $15.88 +2.8%
1157 DRS CALL LEONARDO DRS INC Industrials 2,600.0 $111K -700.0 -21.2% $42.67 -4.6%
1158 TREX PUT TREX INC Industrials 2,200.0 $110K -16K -88.2% $50.04 -6.4%
1159 LBRT PUT LIBERTY ENERGY INC Energy 4,200.0 $110K -6K -58.4% $26.19 -26.1%
1160 NVS PUT NOVARTIS AG Healthcare 700.0 $110K -22K -96.8% $156.72 +1.4%
Page 58 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%