VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View BamSEC View WhaleWisdom Back to Home

Head-to-head

BamSEC vs WhaleWisdom comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

BamSEC adds Screeners, Improved Filings, Diff View, Transcripts, Financials, Insider Data, and Alerts coverage that WhaleWisdom skips.

WhaleWisdom includes Investor Holdings, and Stock Ideas categories that BamSEC omits.

BamSEC highlights: Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..

WhaleWisdom is known for: 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., and API and bulk downloads available for quantitative workflows and screening..

BamSEC

bamsec.com

Editor’s pick Hands-on review

A focused research platform for SEC filings and transcripts. The Pro plan adds powerful tools like document search, Excel table downloads, redlines, transcripts, and all-company screening with alerts. Enterprise subscribers get consolidated invoicing, usage reporting, and priority support.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Advanced document search across filings and transcripts, with boolean and proximity operators for precision.
Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods.
Redline comparison view highlights added or removed text and tables between filing versions directly in the browser.
All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.
Ownership data includes insider transactions (Form 4) with filters, and institutional ownership/13F holdings with labeling for options and convertibles.

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WhaleWisdom

whalewisdom.com

Aggregates 13F filings and insider transactions so investors can follow institutional positioning, build watchlists, and backtest crowding strategies.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

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.
API and bulk downloads available for quantitative workflows and screening.
Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Institutional Data, and 13F.

Where they differ

BamSEC

Distinct strengths include:

Advanced document search across filings and transcripts, with boolean and proximity operators for precision.
Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods.
Redline comparison view highlights added or removed text and tables between filing versions directly in the browser.
All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.

WhaleWisdom

Distinct strengths include:

Investor Holdings

Stock Ideas

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.
API and bulk downloads available for quantitative workflows and screening.
Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.

Feature-by-feature breakdown

Attribute	BamSEC	WhaleWisdom
Categories Which research workflows each platform targets	Shared: Institutional Data, 13F Unique: Screeners, Improved Filings, Diff View, Transcripts, Financials, Insider Data, Alerts	Shared: Institutional Data, 13F Unique: Investor Holdings, Stock Ideas
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Advanced document search across filings and transcripts, with boolean and proximity operators for precision. Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods. Redline comparison view highlights added or removed text and tables between filing versions directly in the browser. All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches. Ownership data includes insider transactions (Form 4) with filters, and institutional ownership/13F holdings with labeling for options and convertibles. Integrated S&P earnings and event transcripts, with downloadable PDFs.	Unique 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. API and bulk downloads available for quantitative workflows and screening. Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do BamSEC and WhaleWisdom both support?

Both platforms cover Institutional Data, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BamSEC and WhaleWisdom require subscriptions?

Both BamSEC and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access BamSEC and WhaleWisdom?

Both BamSEC and WhaleWisdom prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

BamSEC differentiates itself with Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser., whereas WhaleWisdom stands out for 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., and API and bulk downloads available for quantitative workflows and screening..

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