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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 58 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 HSTM HEALTHSTREAM INC Healthcare 13,902.0 $379K 0.00% -20K -59.1% $27.25 +4.9%
1142 V VISA INC Financial Services 1,104.0 $379K 0.00% -60K -98.2% $343.09 +11.1%
1143 Z PUT ZILLOW GROUP INC Communication Services 11,900.0 $375K 0.00% -23K -65.7% $31.52 +16.6%
1144 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 14,400.0 $374K 0.00% -89K -86.0% $26.00 +8.9%
1145 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 37,581.0 $372K 0.00% -546K -93.6% $9.90 -30.5%
1146 OMF ONEMAIN HLDGS INC Financial Services 6,102.0 $372K 0.00% -19K -75.8% $60.97 +3.6%
1147 EC PUT ECOPETROL S A Energy 26,100.0 $372K 0.00% -28K -51.9% $14.24 +21.6%
1148 ARGX CALL ARGENX SE Healthcare 400.0 $371K 0.00% -100.0 -20.0% $927.77 +8.9%
1149 XPO PUT XPO INC Industrials 1,800.0 $370K 0.00% -4K -67.9% $205.29 -6.5%
1150 RACE FERRARI N V Consumer Cyclical 987.0 $367K 0.00% -17K -94.5% $372.29 +13.8%
1151 IESC PUT IES HOLDINGS INC Industrials 500.0 $367K 0.00% -2K -78.3% $734.66 -55.7%
1152 OPCH CALL OPTION CARE HEALTH INC Healthcare 17,500.0 $367K 0.00% -5K -21.5% $20.97 +13.4%
1153 XLY SELECT SECTOR SPDR TR 3,106.0 $364K 0.00% -114K -97.4% $117.28 +0.8%
1154 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 1,500.0 $364K 0.00% -10K -87.4% $242.67 +27.0%
1155 EXK ENDEAVOUR SILVER CORP Basic Materials 43,714.0 $362K 0.00% -169K -79.5% $8.28 +30.0%
1156 RL CALL RALPH LAUREN CORP Consumer Cyclical 900.0 $361K 0.00% -800.0 -47.1% $401.41 -7.7%
1157 WIX PUT WIX COM LTD Technology 7,900.0 $358K 0.00% -700.0 -8.1% $45.37 +86.5%
1158 CAH PUT CARDINAL HEALTH INC Healthcare 1,500.0 $356K 0.00% -3K -68.8% $237.56 -3.0%
1159 CALL APTIV PLC 5,800.0 $356K 0.00% -24K -80.5% $61.38
1160 MKSI PUT MKS INC. Technology 800.0 $356K 0.00% -800.0 -50.0% $444.80 -39.2%
Page 58 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%