★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Friday, June 12, 2026
Tool Comparison · Friday, June 12, 2026
AUM 13F vs WhaleWisdom
Trying to decide between AUM 13F and WhaleWisdom? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
AUM 13F
Best for improved filings and watchlist
Due-diligence web app for researching asset managers using public filings and source links (EDGAR, IAPD, CAFR). Subscription is $29/month and removes daily view limits, enables portfolios with alerts, and removes ads.
WhaleWisdom
Best for institutional data and investor holdings
Aggregates 13F filings, Schedule 13D/G data, Form 4 insider activity, and institutional ownership tools so investors can follow fund positioning, build watchlists/filer groups, export data, and backtest crowding strategies. Free access remains available with limited tools and recent 13F history; the pricing page says there are no trial accounts, while much of the site can be explored for free. 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, live data feed calls, and nightly FTP files.
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line: AUM 13F and WhaleWisdom cover a lot of the same ground — 4 shared categories, including 13f, 13d/13g, and insider data — so for the basics you won't go far wrong with either. WhaleWisdom simply does more — 12 categories to AUM 13F's 7, including institutional data, investor holdings, and stock ideas. AUM 13F counters by keeping things simpler.
Key differences at a glance
Free plan
Both
Both have one
Cheaper paid plan
WhaleWisdom
$25/mo vs $29/mo
Broader coverage
WhaleWisdom
12 vs 7 categories
API access
WhaleWisdom
WhaleWisdom only
Desktop app
WhaleWisdom
WhaleWisdom only
Beginner friendly
WhaleWisdom
WhaleWisdom only
Choose
AUM 13F if…
- You care about improved filings, watchlist, and data visualizations — things WhaleWisdom doesn't offer
Choose
WhaleWisdom if…
- You want the cheaper way in — plans start at $25/mo instead of $29/mo
- You care about institutional data, investor holdings, and stock ideas — things AUM 13F doesn't offer
- You want more under one roof — 12 categories to AUM 13F's 7
- You want an API so you can script or automate things
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What AUM 13F does best
- Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
- Homepage remains active with current large-manager AUM rankings; examples observed in May 2026 include Vanguard Group ($10,246.6B), Fidelity Management & Research ($4,730.7B), BlackRock Fund Advisors ($3,535.4B), Capital Research and Management ($3,315.4B), and PIMCO ($2,990.2B).
- Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
- Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).
- Latest EDGAR filings feed with filing-type filters (e.g., Form D, 8-K, 10-Q, 10-K, insider forms).
What WhaleWisdom does best
- Track and analyze hedge-fund and institutional SEC filings including 13F quarterly reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN mutual-fund search, and Investment Adviser/Form ADV search tools.
- Free tier advertises past two years of 13F data, unlimited email alerts, filer groups up to 5 members, stock watchlists up to 5 stocks, backtesting over recent 13F history, and limited access to most site tools.
- 13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro unlock earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.
- Developer API uses the endpoint https://whalewisdom.com/shell/command, requires a registered account and API access keys/signatures or an authenticated browser session, and is limited to 20 requests per minute.
- API commands include quarters, stock_lookup, filer_lookup, stock_comparison, holdings_comparison, export, holdings, holders, and filer_metadata; outputs include HTML, JSON, and CSV depending on command.
Data & access details
| Attribute | AUM 13F | WhaleWisdom |
|---|---|---|
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsClosed-End FundsBondsOptions |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North America |
Data freshness | Not specified | Not specified |
API access | Not specified | REST |
Export formats | Not specified | CSVExcelJSON |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
AUM 13F
$29/mo
Starting price
Plans & pricing
Tool
WhaleWisdom
$25/mo
Starting price
Plans & pricing
Coverage overlap
What you only get with WhaleWisdom.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between AUM 13F and WhaleWisdom?
AUM 13F leans toward 13f, 13d/13g, and insider data, while WhaleWisdom puts more weight on institutional data, 13f, and 13d/13g. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and WhaleWisdom cost?
Good news — both AUM 13F and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners—AUM 13F or WhaleWisdom?
WhaleWisdom is the friendlier place to start — its interface takes less getting used to. Both work fine once you're past the basics.
Does AUM 13F or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. AUM 13F doesn't, so you're working through its interface.
Should I choose AUM 13F or WhaleWisdom?
It depends on what you're after. Pick AUM 13F if improved filings and watchlist matter to you; go with WhaleWisdom if you'd rather have institutional data and investor holdings. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and WhaleWisdom cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate. WhaleWisdom adds closed-end funds, bonds, and options on top.
Can I export data from AUM 13F and WhaleWisdom?
WhaleWisdom exports to CSV, Excel, and JSON. AUM 13F is stingier about getting data out.
Which has a better stock screener—AUM 13F or WhaleWisdom?
WhaleWisdom has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.