Tool Comparison
AUM 13F vs WhaleWisdom
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want improved filings, watchlist, and data visualizations.
- Paid from
- $300/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want an API so you can script or automate things
- You want stock ideas, screeners, and backtesting.
- You're newer to investing and want something approachable
Pick AUM 13F if
AUM 13F
Free • From $29/mo, billed monthly · Web
- You want improved filings, watchlist, and data visualizations.
Pick WhaleWisdom if
WhaleWisdom
Free • From $300/yr, billed annually · Web · API · Desktop
- You want an API so you can script or automate things
- You want stock ideas, screeners, and backtesting.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
AUM 13F and WhaleWisdom cover a lot of the same ground (3 shared categories, institutional ownership, insider data, and alerts), so for the basics you won't go far wrong with either. AUM 13F includes improved filings and watchlist, and WhaleWisdom includes stock ideas and screeners.
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AUM 13F
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WhaleWisdom
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Key differences at a glance
- API access
- WhaleWisdom
- Desktop app
- WhaleWisdom
- Beginner friendly
- WhaleWisdom
- Free plan
- Both
What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- The latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What WhaleWisdom does best
- 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.
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, billed monthly | Free • From $300/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Integrations | — | WhaleWisdom Excel Add-in, Microsoft Office Store add-in +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | — |
Categories covered | 6 | 8 |
Regions | — | North America |
| Data & capabilities | ||
Security | — | Data residency: US |
| Try it | Visit AUM 13F | Visit WhaleWisdom |
Standout features
The best features of AUM 13F and WhaleWisdom.ShowHide
Standout features
What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- The latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What WhaleWisdom does best
- 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.
All details
Every attribute we track for AUM 13F and WhaleWisdom.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsClosed-End FundsBondsOptions |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Not specified |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | 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 | Not specified | Data residency: US |
Vendor & support | Chen Software LLCSupport: 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 | Freedaily views: Limited (not disclosed) | Free |
| Entry paid plan | $29/moBilled monthly“Subscription” | $300/yrBilled annually≈ $25/mo“Standard Annual” |
| Tier 2 | — | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yrBilled annually≈ $41.67/mo“Pro Annual” |
| Top plan | — | $150/qtr“Pro Quarterly” |
| Custom / enterprise | — | Contact sales“Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and WhaleWisdom?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 3 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 stock ideas and screeners. 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 and Excel. 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.
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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.