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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 63 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 WING CALL WINGSTOP INC Consumer Cyclical 31,900.0 $5.5M 0.01% +9K +37.5% $173.41 -35.3%
1242 BMNR CALL BITMINE IMMERSION TECHS INC Financial Services 414,100.0 $5.5M 0.01% -66K -13.7% $13.31 +87.2%
1243 MOH CALL MOLINA HEALTHCARE INC Healthcare 24,100.0 $5.5M 0.01% +22K +1168.4% $228.70 -11.5%
1244 RCAT CALL RED CAT HLDGS INC Technology 516,200.0 $5.5M 0.01% +357K +224.2% $10.65 -16.2%
1245 GDDY CALL GODADDY INC Technology 64,600.0 $5.5M 0.01% +8K +14.5% $84.88 +12.6%
1246 EOG PUT EOG RES INC Energy 42,200.0 $5.5M 0.01% -142K -77.1% $129.73 +11.6%
1247 NIO PUT NIO INC Consumer Cyclical 1,067,500.0 $5.4M 0.01% -576K -35.0% $5.06 -13.5%
1248 FBTC CALL FIDELITY WISE ORIGIN BITCOIN Financial Services 105,500.0 $5.4M 0.01% +10K +11.1% $51.05 +33.8%
1249 DHR DANAHER CORP DEL Healthcare 28,037.0 $5.3M 0.01% NEW $190.48 +13.1%
1250 CL COLGATE PALMOLIVE CO Consumer Defensive 58,213.0 $5.3M 0.01% +51K +686.3% $91.68 +0.4%
1251 EOSE EOS ENERGY ENTERPRISES INC Industrials 907,229.0 $5.3M 0.01% -281K -23.6% $5.88 -43.2%
1252 LMND CALL LEMONADE INC Financial Services 82,000.0 $5.3M 0.01% -7K -8.1% $65.05 -17.5%
1253 J CALL JACOBS SOLUTIONS INC Industrials 42,300.0 $5.3M 0.01% +37K +642.1% $126.00 +20.3%
1254 AGCO AGCO CORP Industrials 44,520.0 $5.3M 0.01% NEW $119.70 -6.8%
1255 CHRW C H ROBINSON WORLDWIDE IN Industrials 28,272.0 $5.3M 0.01% NEW $188.34 -19.4%
1256 VENTURE GLOBAL INC 477,486.0 $5.3M 0.01% +368K +337.0% $11.13
1257 WMB CALL WILLIAMS COS INC Energy 71,300.0 $5.3M 0.01% -4K -5.4% $74.34 +0.1%
1258 MOS PUT MOSAIC CO Basic Materials 250,000.0 $5.3M 0.01% +12K +5.0% $21.19 +14.0%
1259 CALL VIKING HOLDINGS LTD 50,500.0 $5.3M 0.01% -129K -71.9% $104.67
1260 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 42,900.0 $5.3M 0.01% +1K +2.4% $123.05 +55.3%
Page 63 of 196  ·  3,913 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%