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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 139 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 VAC PUT MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 6,800.0 $443K 0.00% -1K -13.9% $65.12 +29.2%
2762 CWEN CLEARWAY ENERGY INC Utilities 11,230.0 $441K 0.00% NEW $39.29 +2.9%
2763 HLIT HARMONIC INC Technology 49,021.0 $440K 0.00% -677K -93.2% $8.98 +90.5%
2764 ASAN PUT ASANA INC Technology 68,600.0 $439K 0.00% -45K -39.7% $6.40 +0.2%
2765 HRI HERC HLDGS INC Industrials 4,406.0 $439K 0.00% +4K +528.5% $99.55 +38.6%
2766 EXC EXELON CORP Utilities 8,929.0 $438K 0.00% +9K +10000.0% $49.02 -5.8%
2767 PEG CALL PUBLIC SVC ENTERPRISE GROUP Utilities 5,400.0 $437K 0.00% -5K -49.1% $80.95 -1.4%
2768 WEN WENDYS CO Consumer Cyclical 62,881.0 $437K 0.00% +63K +10000.0% $6.95 +5.9%
2769 LRCX LAM RESEARCH CORP Technology 2,044.0 $437K 0.00% +143.0 +7.5% $213.66 +49.3%
2770 APD PUT AIR PRODUCTS AND CHEMICALS I Basic Materials 1,500.0 $436K 0.00% -13K -89.6% $290.49 -1.6%
2771 VMC CALL VULCAN MATLS CO Basic Materials 1,600.0 $436K 0.00% -9K -84.6% $272.30 +1.2%
2772 DGX QUEST DIAGNOSTICS INC Healthcare 2,218.0 $435K 0.00% -14K -86.2% $195.98 -1.0%
2773 BWAY BRAINSWAY LTD Healthcare 32,576.0 $433K 0.00% NEW $13.29 +17.1%
2774 WAB WABTEC Industrials 1,732.0 $433K 0.00% +2K +1419.3% $249.91 +4.4%
2775 DK PUT DELEK US HLDGS INC NEW Energy 9,600.0 $433K 0.00% -11K -53.6% $45.07 -4.5%
2776 LMND CALL LEMONADE INC Financial Services 6,900.0 $432K 0.00% -26K -78.7% $62.68 -9.7%
2777 TRP CALL TC ENERGY CORP Energy 6,900.0 $432K 0.00% +4K +115.6% $62.60 +9.0%
2778 AMT CALL AMERICAN TOWER CORP Real Estate 2,500.0 $431K 0.00% +600.0 +31.6% $172.58 +7.2%
2779 CRL PUT CHARLES RIV LABS INTL INC Healthcare 2,500.0 $431K 0.00% +2K +1150.0% $172.50 -4.6%
2780 CRSR CALL CORSAIR GAMING INC Technology 77,300.0 $429K 0.00% -5K -5.7% $5.55 +76.9%
Page 139 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%