VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

DATAROMA vs WhaleWisdom comparison

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

Quick takeaways

DATAROMA adds Insider Data coverage that WhaleWisdom skips.

WhaleWisdom includes Institutional Data categories that DATAROMA omits.

DATAROMA highlights: Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity., Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals., and Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings..

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..

DATAROMA logo

DATAROMA

dataroma.com

Hands-on review

Free resource that tracks Superinvestor 13F filings and insider Form 4 activity. Features include manager portfolios, aggregated holdings, insider trade feeds, and stock idea rankings. Quotes are sourced via Intrinio, with charts and fundamentals powered by TradingView. The site requires no login or account to use.

Platforms

Web

Pricing

Free

Quick highlights

  • Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
  • Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
  • Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
  • ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
  • S&P 500 'Value Ranking' grid for idea generation and stock discovery.

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WhaleWisdom logo

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

3 overlaps

Mutual strengths include Stock Ideas, Investor Holdings, and 13F.

Where they differ

DATAROMA

Distinct strengths include:

  • Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
  • Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
  • Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
  • ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.

WhaleWisdom

Distinct strengths include:

  • 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

AttributeDATAROMAWhaleWisdom
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Investor Holdings, 13F

Unique: Insider Data

Shared: Stock Ideas, Investor Holdings, 13F

Unique: Institutional Data

Asset types

Supported asset classes and universes

Stocks, ETFs

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

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
  • Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
  • Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
  • ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
  • S&P 500 'Value Ranking' grid for idea generation and stock discovery.
  • Aggregated 'Grand Portfolio' showing combined Superinvestor holdings and ownership statistics.

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

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do DATAROMA and WhaleWisdom both support?

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

Do DATAROMA and WhaleWisdom require subscriptions?

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

How can you access DATAROMA and WhaleWisdom?

Both DATAROMA 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?

DATAROMA differentiates itself with Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity., Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals., and Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings., 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..

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.