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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 72 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 VLTO VERALTO CORP Industrials 1,719.0 $152K 0.00% -2K -51.6% $88.68 +11.4%
1422 CALY PUT CALLAWAY GOLF CO Consumer Cyclical 8,100.0 $152K 0.00% -3K -24.3% $18.79 -15.4%
1423 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,785.0 $151K 0.00% -71K -88.9% $17.20 -6.0%
1424 CALL CMB.TECH NV 10,800.0 $151K 0.00% -28K -72.2% $13.99
1425 BNS BANK NOVA SCOTIA B C Financial Services 1,730.0 $150K 0.00% -4K -68.9% $86.84 +0.8%
1426 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 1,741.0 $150K 0.00% -2K -53.1% $86.20 -5.6%
1427 AUR PUT AURORA INNOVATION INC Technology 21,900.0 $149K 0.00% -7K -23.2% $6.82 -8.5%
1428 MMYT CALL MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 2,800.0 $149K 0.00% -8K -73.8% $53.29 +13.5%
1429 OPCH PUT OPTION CARE HEALTH INC Healthcare 7,100.0 $149K 0.00% -5K -42.7% $20.97 +13.0%
1430 DT DYNATRACE INC Technology 3,380.0 $148K 0.00% -11K -76.2% $43.91 +12.3%
1431 BJ CALL BJS WHSL CLUB HLDGS INC Consumer Defensive 1,700.0 $148K 0.00% -10K -84.8% $87.22 +10.5%
1432 WOR WORTHINGTON ENTERPRISES INC Industrials 2,751.0 $148K 0.00% -270.0 -8.9% $53.76 +5.8%
1433 INSM INSMED INC Healthcare 1,384.0 $148K 0.00% -70K -98.1% $106.62 +18.0%
1434 ULBI ULTRALIFE CORP Industrials 23,296.0 $147K 0.00% -10K -29.1% $6.32 +10.9%
1435 HITI HIGH TIDE INC Healthcare 64,568.0 $147K 0.00% -246K -79.2% $2.28 +7.5%
1436 TMC CALL TMC THE METALS COMPANY INC Basic Materials 33,200.0 $147K 0.00% -97K -74.5% $4.43 +8.1%
1437 LYEL LYELL IMMUNOPHARMA INC Healthcare 10,451.0 $147K 0.00% -12K -52.9% $14.05 +10.5%
1438 XRAY DENTSPLY SIRONA INC Healthcare 13,429.0 $142K 0.00% -1K -9.3% $10.61 +2.9%
1439 SHLS CALL SHOALS TECHNOLOGIES GROUP IN Energy 14,300.0 $142K 0.00% -5K -24.3% $9.90 -28.3%
1440 AWR CALL AMER STATES WTR CO Utilities 1,700.0 $140K 0.00% -6K -77.0% $82.63 +7.3%
Page 72 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%