VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

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Tool Comparison

Sure Dividend vs WhaleWisdom comparison

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

Quick takeaways

Sure Dividend adds Valuation Models, Financials, Scores, Newsletters, and Blogs coverage that WhaleWisdom skips.

WhaleWisdom includes Institutional Data, 13F, and Investor Holdings categories that Sure Dividend omits.

WhaleWisdom keeps a free entry point that Sure Dividend lacks.

In depth comparison

Sure Dividend

suredividend.com

Sure Dividend is a dividend-focused research publisher offering a range of newsletters and its flagship Sure Analysis Research Database. The service caters to long-term, income-oriented investors with tools for stock ideas, valuation, and ranking. Newsletters provide monthly top-10 lists across different themes, while Sure Analysis adds quarterly research reports, a daily-updated ranking spreadsheet, and weekly email updates. Subscriptions are available monthly, annually, or via lifetime access, with refund and free-trial terms depending on the plan.

Platforms

Web

Pricing

SubscriptionOne-time

Quick highlights

Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus.
Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly.
Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters.
Newsletter pricing: $29/month, $199/year, or $1,299 lifetime. Includes a 7-day free trial (except lifetime) and a 60-day refund window.
Sure Analysis pricing: $999/year or $6,499 lifetime, with a 7-day free trial on the annual plan. Lifetime access may not always be available.

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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

WebAPI

Pricing

FreeSubscription

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.

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Where they differ

Sure Dividend

Distinct strengths include:

Valuation Models Financials Scores Newsletters Blogs

Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus.
Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly.
Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters.
Newsletter pricing: $29/month, $199/year, or $1,299 lifetime. Includes a 7-day free trial (except lifetime) and a 60-day refund window.

WhaleWisdom

Distinct strengths include:

Institutional Data 13F Investor Holdings

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	Sure Dividend	WhaleWisdom
Categories Which research workflows each platform targets	Shared: Stock Ideas Unique: Valuation Models, Financials, Scores, Newsletters, Blogs	Shared: Stock Ideas Unique: Institutional Data, 13F, Investor Holdings
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	Subscription, One-time	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus. Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly. Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters. Newsletter pricing: $29/month, $199/year, or $1,299 lifetime. Includes a 7-day free trial (except lifetime) and a 60-day refund window. Sure Analysis pricing: $999/year or $6,499 lifetime, with a 7-day free trial on the annual plan. Lifetime access may not always be available. Free downloadable Excel spreadsheets for popular dividend lists (e.g., Dividend Aristocrats, MLPs), updated daily.	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	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Sure Dividend and WhaleWisdom both support?

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

Which tool offers a free plan?

WhaleWisdom offers a free entry point, while Sure Dividend requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Sure Dividend and WhaleWisdom?

Both Sure Dividend 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?

Sure Dividend differentiates itself with Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus., Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly., and Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters., 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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