★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
WhaleWisdom Review, Pricing, and Features
WhaleWisdom is a 13F, institutional ownership, insider, and hedge-fund holdings platform for investors who track filer activity, fund portfolios, watchlists, backtests, exports, and API workflows. It is useful for holdings research, but 13F data is delayed and the deeper history/API workflow is paid.
Community votes (overall)
Pricing
Free • From $300/yr · 6 plans
Free
Standard Quarterly
Standard Annual
Pro Quarterly
Pro Annual
Enterprise
Key features
- Track SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Follow hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Review 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- Use WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export holdings and dashboard data through CSV, Excel, JSON, and the WhaleWisdom Excel Add-in depending on plan.
- Use the API for commands such as quarters, stock lookup, filer lookup, holdings, holders, exports, comparisons, and filer metadata.
- Plan around API and download limits: Standard and Pro restrict stocks, filers, groups, watchlists, and historical access differently; Enterprise is custom.
- Set email alerts and build filer groups or stock watchlists, with free limits expanding materially on paid tiers.
- Account for filing lag: 13F positions are quarterly and delayed by SEC deadlines, so they are not live fund positions.
- Treat WhaleWisdom as institutional and insider data infrastructure, not a broker, real-time trading signal service, complete portfolio truth, or personalized advice.
FAQ
Is WhaleWisdom free?
Not entirely. WhaleWisdom includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is WhaleWisdom best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does WhaleWisdom support?
You can use WhaleWisdom on Web and Desktop. WhaleWisdom offers an API (REST) with APIKey authentication. Integrations include WhaleWisdom Excel Add-in, Microsoft Office Store add-in, and Nightly FTP bulk files for Enterprise.
Which markets does WhaleWisdom cover?
WhaleWisdom covers North America. Examples include US. It tracks Stocks, ETFs, Closed-End Funds, Bonds, and Options. Identifiers include Ticker, CUSIP, and CIK.
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Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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