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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 69 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 AX PUT AXOS FINANCIAL INC Financial Services 200.0 $19K -15K -98.7% $97.39 -0.7%
1362 VLYPN CALL VALLEY NATL BANCORP 1,300.0 $19K -3K -71.1% $14.65
1363 CINF CALL CINCINNATI FINL CORP Financial Services 100.0 $19K -2K -96.0% $185.14 -9.1%
1364 DNUT CALL KRISPY KREME INC Consumer Defensive 5,200.0 $18K -17K -76.7% $3.53 +1.7%
1365 APPN CALL APPIAN CORP Technology 800.0 $18K -39K -98.0% $22.90 +67.2%
1366 WOOF PUT PETCO HEALTH & WELLNESS CO I Consumer Cyclical 6,700.0 $18K -4K -38.5% $2.72 +4.4%
1367 CX PUT CEMEX SA EURO MTN BE 144A Basic Materials 1,500.0 $18K -500.0 -25.0% $12.00 -7.4%
1368 GPK PUT GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,700.0 $18K -4K -70.7% $10.57 +13.2%
1369 XP PUT XP INC Financial Services 1,100.0 $18K -6K -83.6% $16.26 +3.4%
1370 NXST CALL NEXSTAR MEDIA GROUP INC Communication Services 100.0 $18K -300.0 -75.0% $178.59 +4.2%
1371 NXST PUT NEXSTAR MEDIA GROUP INC Communication Services 100.0 $18K -6K -98.2% $178.59 +4.2%
1372 LINE CALL LINEAGE INC Real Estate 400.0 $17K -2K -85.7% $43.25 -3.8%
1373 KC CALL KINGSOFT CLOUD HLDGS LTD Technology 1,900.0 $17K -796K -99.8% $9.05 +23.1%
1374 SPB CALL SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 200.0 $17K -6K -96.6% $85.75 +1.4%
1375 BZ PUT KANZHUN LIMITED Industrials 1,300.0 $17K -18K -93.3% $12.87 +23.9%
1376 HP CALL HELMERICH & PAYNE INC Energy 500.0 $16K -400.0 -44.4% $32.74 +33.0%
1377 GO CALL GROCERY OUTLET HLDG CORP Consumer Defensive 1,600.0 $16K -8K -82.4% $9.98 +16.2%
1378 PBI PITNEY BOWES INC Industrials 862.0 $15K -46K -98.2% $17.52 -5.9%
1379 COHU PUT COHU INC Technology 200.0 $15K -1K -85.7% $73.91 -26.4%
1380 HRI PUT HERC HLDGS INC Industrials 100.0 $14K -100.0 -50.0% $143.34 +12.9%
Page 69 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%