VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
WhaleWisdom Review, Pricing, and Features
WhaleWisdom
WhaleWisdom organizes institutional 13F, 13D/G, and other ownership filings into fund pages, holdings, changes, screens, alerts, and data exports. It is useful for studying disclosed institutional portfolios, but the filings are delayed and incomplete.
Best for
- Investors monitoring 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.
- People who need API or Excel workflows for holdings research, backtesting, and fund tracking.
Watch out
- 13F data is inherently delayed by quarterly filing deadlines and should not be treated as live portfolio positioning.
- Free access includes two years of 13F history, filer groups with five members, and watchlists with five stocks. Older history and advanced backtests require a paid plan.
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Pricing
Free • From $300/yr · Enterprise · 6 plans
Free
Standard Quarterly
Standard Annual
Pro Quarterly
Pro Annual
Enterprise
Key features
- Tracks SEC filings including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
- Monitors hedge funds, institutional filers, stock holders, filer groups, and stock watchlists.
- Review 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.
- Email alerts, filer groups, and stock watchlists, with higher limits 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 and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
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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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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