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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 63 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 LWLG LIGHTWAVE LOGIC INC Basic Materials 10,655.0 $75K +4K +68.3% $7.03 +112.4%
1242 CMPS CALL COMPASS PATHWAYS PLC Healthcare 13,400.0 $74K +7K +97.1% $5.53 +87.5%
1243 COOPER COS INC 1,020.0 $73K +715.0 +234.4% $71.50
1244 EH EHANG HLDGS LTD Industrials 7,507.0 $73K +8K +10000.0% $9.71 +0.9%
1245 IMVT IMMUNOVANT INC Healthcare 2,731.0 $68K +3K +10000.0% $24.84 +16.6%
1246 RRC RANGE RES CORP Energy 1,332.0 $60K +462.0 +53.1% $45.18 -8.2%
1247 SPT PUT SPROUT SOCIAL INC Technology 10,100.0 $58K +6K +159.0% $5.70 +5.3%
1248 BLSH PUT BULLISH Technology 1,600.0 $57K +600.0 +60.0% $35.73 -0.2%
1249 JBLU CALL JETBLUE AIRWAYS CORP Industrials 12,200.0 $54K +2K +14.0% $4.42 +10.4%
1250 FHN PUT FIRST HORIZON CORPORATION Financial Services 2,100.0 $48K +2K +2000.0% $22.76 +4.2%
1251 CM CANADIAN IMPERIAL BANK OF CO Financial Services 503.0 $48K +142.0 +39.3% $94.75 +17.5%
1252 AJG GALLAGHER ARTHUR J & CO Financial Services 204.0 $44K +199.0 +3980.0% $216.58 -7.7%
1253 PPL PPL CORP Utilities 1,154.0 $44K +1K +10000.0% $38.20 -6.3%
1254 HTZ PUT HERTZ GLOBAL HLDGS INC Industrials 9,400.0 $43K +9K +1075.0% $4.61 +26.5%
1255 LBRT PUT LIBERTY ENERGY INC Energy 1,400.0 $40K +800.0 +133.3% $28.80 +15.8%
1256 RELY REMITLY GLOBAL INC Technology 2,567.0 $40K +3K +10000.0% $15.67 +48.8%
1257 TRV TRAVELERS COMPANIES INC Financial Services 133.0 $39K +132.0 +10000.0% $291.68 +2.3%
1258 VIAV VIAVI SOLUTIONS INC Technology 1,139.0 $38K +1K +10000.0% $33.28 +59.6%
1259 PD CALL PAGERDUTY INC Technology 5,700.0 $35K +500.0 +9.6% $6.21 +8.4%
1260 DTE CALL DTE ENERGY CO Utilities 200.0 $29K +100.0 +100.0% $146.22 -1.7%
Page 63 of 65  ·  1,284 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%