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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 66 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 UA CALL UNDER ARMOUR INC 6,600.0 $41K -4K -34.6% $6.22
1302 GO PUT GROCERY OUTLET HLDG CORP Consumer Defensive 4,100.0 $41K -800.0 -16.3% $9.98 +16.2%
1303 BANC BANC OF CALIFORNIA INC Financial Services 1,986.0 $41K -2K -47.3% $20.43 -8.8%
1304 SHLS PUT SHOALS TECHNOLOGIES GROUP IN Energy 4,000.0 $40K -19K -82.8% $9.90 -28.3%
1305 IVR PUT INVESCO MORTGAGE CAPITAL INC Real Estate 5,000.0 $40K -800.0 -13.8% $7.90 -4.8%
1306 LPX PUT LOUISIANA PAC CORP Basic Materials 500.0 $39K -100.0 -16.7% $78.66 -7.0%
1307 IE IVANHOE ELECTRIC INC Technology 4,001.0 $38K -7K -63.6% $9.61 +17.3%
1308 AVB CALL AVALONBAY CMNTYS INC Real Estate 200.0 $38K -2K -90.0% $188.69 -2.5%
1309 MLI PUT MUELLER INDS INC Industrials 300.0 $37K -400.0 -57.1% $122.93 -48.6%
1310 RXT CALL RACKSPACE TECHNOLOGY INC Technology 5,600.0 $37K -200.0 -3.5% $6.53 -49.2%
1311 ADT CALL ADT INC DEL Industrials 5,600.0 $36K -11K -66.3% $6.50 +13.5%
1312 PUT LITHIUM AMERS CORP NEW 9,400.0 $36K -25K -72.7% $3.85
1313 KOS KOSMOS ENERGY LTD Energy 16,472.0 $35K -391.0 -2.3% $2.11 +40.3%
1314 TSN PUT TYSON FOODS INC Consumer Defensive 600.0 $34K -16K -96.5% $57.25 +2.1%
1315 CWH CALL CAMPING WORLD HLDGS INC Consumer Cyclical 4,500.0 $34K -500.0 -10.0% $7.63 -14.3%
1316 SIMO PUT SILICON MOTION TECHNOLOGY CO Technology 100.0 $33K -2K -96.2% $333.33 -22.5%
1317 MGA CALL MAGNA INTL INC Consumer Cyclical 500.0 $33K -3K -86.5% $65.66 +11.3%
1318 FNKO FUNKO INC Consumer Cyclical 5,561.0 $33K -9K -62.0% $5.88 +10.5%
1319 YUMC CALL YUM CHINA HLDGS INC Consumer Cyclical 800.0 $33K -15K -94.8% $40.87 +21.2%
1320 WFRD PUT WEATHERFORD INTL PLC Energy 400.0 $33K -100.0 -20.0% $81.50 +11.1%
Page 66 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%