Tool Comparison
13F Insight vs WhaleWisdom
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Paid trials collect a card up front. History, AI usage, and comparison limits vary by tier.
Best if
- You want to ask questions about filers and open cited source documents.
- You want a small free AI allowance plus company or filer alerts.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Quarterly and annual billing require different commitments. No trial is offered in the reviewed plans.
Best if
- You want to screen institutional holders and inspect quarterly changes.
- You want eligible paid history, exports, and institutional strategy tests.
Pick 13F Insight if
13F Insight
Free • From $29/mo · Web · API
Paid trials collect a card up front. History, AI usage, and comparison limits vary by tier.
- You want to ask questions about filers and open cited source documents.
- You want a small free AI allowance plus company or filer alerts.
Pick WhaleWisdom if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
Quarterly and annual billing require different commitments. No trial is offered in the reviewed plans.
- You want to screen institutional holders and inspect quarterly changes.
- You want eligible paid history, exports, and institutional strategy tests.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
If you want to ask a question and trace the answer back to a filing, try 13F Insight. If you want to work through fund pages, screens, and longer ownership history, try WhaleWisdom. Verify unusual records in the original SEC documents before interpreting changes.
What readers say
13F Insight
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WhaleWisdom
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Key differences at a glance
- Cited AI questions
- 13F InsightAnswers link back to filing documents
- Holder screens and tests
- WhaleWisdomFund research with plan-based testing tools
- Free holdings history
- WhaleWisdomTwo years versus 13F Insight's one
- Source-file checks
- BothVerify delayed disclosures against the SEC
What 13F Insight does best
Cited AI answers
Ask questions about filers, stocks, and insiders, then open the referenced documents.
Ownership filings
Search institutional 13F holdings, Form 4 transactions, and 13D/G ownership reports.
Watchlists and alerts
Save companies or filers and receive email updates. Paid plans raise the limits.
Consensus holdings
Pro compares stocks held by selected managers and combines their reported holdings.
What WhaleWisdom does best
Fund portfolios
Follow disclosed holdings and quarterly changes.
Institutional holder screens
Find filers reporting ownership of a stock.
Institutional strategy tests
Compare supported strategies under eligible plans.
API and export workflows
Query eligible recent data or use paid history and spreadsheet access.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | Free account: 5 AI questions/day; 1-year history | Free: 2-year history and small lists |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Integrations | Email alerts, plan-based API and exports | Plan-based API, exports, and spreadsheets |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Filing questions with cited answers | Fund screens and historical holdings research |
Categories covered | 10 | 8 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Delayed filings; verify AI against source documents | Delayed, incomplete portfolio snapshots |
Capabilities | Ownership, AI questions, alerts, and paid comparisons | Fund pages, holder screens, and eligible tests |
Security | Encryption in transit | Data residency: US |
| Try it | Visit 13F Insight | Visit WhaleWisdom |
Standout features
The best features of 13F Insight and WhaleWisdom.ShowHide
Standout features
What 13F Insight does best
Cited AI answers
Ask questions about filers, stocks, and insiders, then open the referenced documents.
Ownership filings
Search institutional 13F holdings, Form 4 transactions, and 13D/G ownership reports.
Watchlists and alerts
Save companies or filers and receive email updates. Paid plans raise the limits.
Consensus holdings
Pro compares stocks held by selected managers and combines their reported holdings.
What WhaleWisdom does best
Fund portfolios
Follow disclosed holdings and quarterly changes.
Institutional holder screens
Find filers reporting ownership of a stock.
Institutional strategy tests
Compare supported strategies under eligible plans.
API and export workflows
Query eligible recent data or use paid history and spreadsheet access.
All details
Every attribute we track for 13F Insight and WhaleWisdom.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsGrowth InvestorsAnalysts | Not specified |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker, CUSIP, and CIK | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey20 req/minDocs |
Integrations | Not specified | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Encryption in transit | Data residency: US |
Capability signals | AI summaries: Filings | Not specified |
Vendor & support | 13F InsightSupport: Email | WhaleWisdom, LLCCountry: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlist items: 5 · email alerts: 3 · +2 more | Free |
| Entry paid plan | $29/mo“Standard”watchlist items: 20 · email alerts: 10 · +3 more | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $99/mo“Pro”watchlist items: 100 · email alerts: 50 · +3 more | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Top plan | — | $150/qtr“Pro Quarterly” |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
Do these tools show current hedge-fund portfolios?
No. They organize reported ownership disclosures, including quarterly 13F filings. Those are delayed snapshots and do not reveal every position, hedge, or trade made since the reporting date.
How much AI access does 13F Insight offer for free?
The reviewed service offers two questions without signup. A free account allows five questions per day, along with limited history, watchlists, and alerts. Check cited filings rather than treating an AI answer as the source.
Which has more free holdings history?
In the reviewed plans, WhaleWisdom offers two years of 13F history and 13F Insight offers one year. Lists, exports, and other tools have separate allowances, so compare the complete workflow.
Can I test strategies based on reported holdings?
WhaleWisdom offers eligible institutional strategy-testing tools, and 13F Insight Pro offers manager comparisons and combined reported holdings. Tests must account for filing delays and incomplete disclosure; they are not a live copy-trading record.
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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.