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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 123 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 SMTC CALL SEMTECH CORP Technology 8,500.0 $654K 0.00% +4K +112.5% $76.89 +103.6%
2442 VTRS VIATRIS INC Healthcare 48,352.0 $653K 0.00% NEW $13.51 +20.5%
2443 UMC UNITED MICROELECTRONICS CORP Technology 72,739.0 $653K 0.00% +56K +347.9% $8.98 +148.2%
2444 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 102,200.0 $652K 0.00% -220K -68.3% $6.38 +41.7%
2445 WAB PUT WABTEC Industrials 2,600.0 $650K 0.00% NEW $249.91 +4.4%
2446 SRAD CALL SPORTRADAR GROUP AG Technology 38,800.0 $650K 0.00% +8K +26.4% $16.74 -23.0%
2447 BNTX PUT BIONTECH SE Healthcare 7,300.0 $649K 0.00% -12K -62.2% $88.88 +5.0%
2448 AEIS ADVANCED ENERGY INDS Industrials 2,007.0 $648K 0.00% NEW $322.71 +2.0%
2449 PEG PUT PUBLIC SVC ENTERPRISE GROUP Utilities 8,000.0 $648K 0.00% +4K +100.0% $80.95 -1.3%
2450 BAYTEX ENERGY CORP 144,613.0 $646K 0.00% +14K +10.9% $4.47
2451 AON CALL AON PLC Financial Services 2,000.0 $646K 0.00% +2K +400.0% $322.78 -1.3%
2452 CIFR CIPHER DIGITAL INC Financial Services 50,071.0 $644K 0.00% -184K -78.6% $12.87 +96.5%
2453 VNOM CALL VIPER ENERGY INC Energy 13,700.0 $644K 0.00% +4K +47.3% $46.99 -4.0%
2454 DOO BRP INC Consumer Cyclical 8,958.0 $643K 0.00% +5K +101.0% $71.81 -19.2%
2455 ACHR CALL ARCHER AVIATION INC Industrials 124,400.0 $643K 0.00% +78K +169.3% $5.17 +25.2%
2456 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 8,300.0 $640K 0.00% -11K -57.6% $77.13 +14.9%
2457 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,404.0 $640K 0.00% +651.0 +23.6% $188.00 +24.5%
2458 WEC WEC ENERGY GROUP INC Utilities 5,515.0 $638K 0.00% +5K +6239.1% $115.77 -2.2%
2459 HSY HERSHEY CO Consumer Defensive 3,065.0 $637K 0.00% -3K -52.2% $207.89 -4.2%
2460 AXON CALL AXON ENTERPRISE INC Industrials 1,500.0 $637K 0.00% -6K -78.6% $424.69 -9.2%
Page 123 of 216  ·  4,317 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%