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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 57 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ETN CALL EATON CORP PLC Industrials 8,700.0 $3.1M 0.01% -8K -49.4% $357.67 +6.7%
1122 XLB SELECT SECTOR SPDR TR 62,202.0 $3.1M 0.01% -27K -29.9% $49.97 +0.1%
1123 JD PUT JD.COM INC Consumer Cyclical 105,100.0 $3.1M 0.01% -785K -88.2% $29.57 +6.4%
1124 REGN REGENERON PHARMACEUTICALS Healthcare 4,022.0 $3.1M 0.01% -31K -88.7% $772.64 -15.9%
1125 PPL CALL PPL CORP Utilities 81,200.0 $3.1M 0.01% -80K -49.5% $38.20 -7.2%
1126 CIPHER DIGITAL INC 1,000,000.0 $3.1M 0.01% -200K -16.7% $3.09
1127 FIG FIGMA INC Technology 146,282.0 $3.1M 0.01% +22K +17.6% $21.14 +2.1%
1128 SEDG SOLAREDGE TECHNOLOGIES INC Energy 60,539.0 $3.1M 0.01% +32K +114.5% $51.05 +10.1%
1129 CAPITAL SOUTHWEST CORP 3,000,000.0 $3.1M 0.01% $1.03
1130 MSA MSA SAFETY INC Industrials 18,775.0 $3.1M 0.01% NEW $163.95 +2.8%
1131 AJG CALL GALLAGHER ARTHUR J & CO Financial Services 14,200.0 $3.1M 0.01% -1K -9.0% $216.58 -4.2%
1132 RVMD REVOLUTION MEDICINES INC Healthcare 31,602.0 $3.1M 0.01% NEW $97.25 +54.6%
1133 CEG PUT CONSTELLATION ENERGY CORP Utilities 11,000.0 $3.1M 0.01% -16K -58.5% $279.25 +2.4%
1134 BMNR CALL BITMINE IMMERSION TECNOLOGIE Financial Services 155,100.0 $3.1M 0.01% +18K +12.7% $19.78 -0.9%
1135 SYY PUT SYSCO CORP Consumer Defensive 43,000.0 $3.1M 0.01% -76K -63.7% $71.33 +5.8%
1136 ENPH PUT ENPHASE ENERGY INC Energy 81,100.0 $3.1M 0.01% -82K -50.4% $37.81 +64.9%
1137 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 447,737.0 $3.1M 0.01% +407K +995.1% $6.83 +8.1%
1138 NET CALL CLOUDFLARE INC Technology 14,800.0 $3.1M 0.01% -44K -74.9% $206.34 +3.1%
1139 SO CALL SOUTHERN CO Utilities 31,600.0 $3.1M 0.01% -35K -52.8% $96.52 -3.0%
1140 LUMN LUMEN TECHNOLOGIES INC Communication Services 437,389.0 $3.0M 0.01% +333K +317.8% $6.95 +35.8%
Page 57 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%