★ 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.
Best for
- Investors who want to monitor 13F filings, hedge-fund holdings, institutional ownership, insider data, and filer groups.
- 13F researchers comparing WhaleWisdom with Fintel, Dataroma, AUM13F, 13F Insight, and SEC-based tools.
- Users who need API or Excel workflows for holdings research, backtesting, and fund-following rather than a generic stock screener.
Watch out
- 13F data is inherently delayed by quarterly filing deadlines and should not be treated as live portfolio positioning.
- Free access gives limited recent history and small watchlist/filer-group limits; historical downloads, API breadth, and advanced backtests require paid plans.
Community votes (overall)
Vote to see how the community rates this tool. One vote unlocks results across the whole site, or sign in to see them now.
Pricing
Free • From $300/yr · 6 plans
Free
Standard Quarterly
Standard Annual
Pro Quarterly
Pro Annual
Enterprise
Key features
- Tracking SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Monitoring hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Views for reviewing 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export support for holdings and dashboard data through CSV, Excel, JSON, and the WhaleWisdom Excel Add-in depending on plan.
- The API for commands such as quarters, stock lookup, filer lookup, holdings, holders, exports, comparisons, and filer metadata.
- API and download limits: Standard and Pro restrict stocks, filers, groups, watchlists, and historical access differently; Enterprise is custom.
- Support for setting email alerts and build filer groups or stock watchlists, with free limits expanding materially on paid tiers.
- Filing lag: 13F positions are quarterly and delayed by SEC deadlines, so they are not live fund positions.
- WhaleWisdom is 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.
Suggest an edit
Keep Exploring
Information
About Me
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.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.