VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
WhaleWisdom Review, Pricing, and Features
Aggregates 13F filings, 13D/G data, Form 4 insider activity, and institutional ownership tools so investors can follow positioning, build watchlists, export data, and backtest crowding strategies. Free access includes the past two years of 13F data with limits. Current paid plans are Standard at $90/quarter or $300/year, Pro at $150/quarter or $500/year, and Enterprise by quote for team access, unlimited 13F API access, and nightly FTP files.
Community votes (overall)
Pricing
Free • Paid plans available · 6 plans
Free
Standard Quarterly
Standard Annual
Pro Quarterly
Pro Annual
Enterprise
Key features
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- Standard adds historical 13F data back to 2001, historical 13D/G data back to 2006, API access, Excel exports/add-in, WhaleIndex, and WhaleScore within usage limits.
- Pro expands API/download limits, watchlists, filer groups, combined holdings, WhaleTrader, insider backtesting, and advanced backtester options.
- Enterprise provides up to five team members, unlimited 13F API access, unlimited filer groups, and nightly FTP updates for 13F and Schedule 13D/G.
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. WhaleWisdom offers an API (REST) with APIKey authentication.
Which markets does WhaleWisdom cover?
WhaleWisdom covers North America. It tracks Stocks and ETFs. Identifiers include Ticker and CUSIP.
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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
- Substack: 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!
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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.