VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

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Tool Comparison

Valuesider vs WhaleWisdom comparison

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

Quick takeaways

Valuesider adds Screeners, and Data Visualizations coverage that WhaleWisdom skips.

WhaleWisdom includes Institutional Data, and Stock Ideas categories that Valuesider omits.

In depth comparison

Valuesider logo

Valuesider

valuesider.com

Free web tool for tracking “superinvestor” portfolios and stock ownership changes based on SEC 13F filings. Valuesider notes 13F data is delayed (filed up to 45 days after quarter-end) and incomplete (e.g., shorts not included), and states it only shows data from 2013 Q2 onward due to filing format limitations; shares/prices are split-adjusted. Terms prohibit bots/automated scraping.

Platforms

Web

Pricing

Free

Quick highlights

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
  • Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).

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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

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

Valuesider

Distinct strengths include:

ScreenersData Visualizations
  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.

WhaleWisdom

Distinct strengths include:

Institutional DataStock 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

AttributeValuesiderWhaleWisdom
Categories

Which research workflows each platform targets

Shared: Investor Holdings, 13F

Unique: Screeners, Data Visualizations

Shared: Investor Holdings, 13F

Unique: Institutional Data, Stock Ideas

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate

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

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
  • Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).
  • Embeddable, automatically updated charts (copyable iframe code) for portfolios and tickers.

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

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Frequently Asked Questions

Which workflows do Valuesider and WhaleWisdom both support?

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

Do Valuesider and WhaleWisdom require subscriptions?

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

How can you access Valuesider and WhaleWisdom?

Both Valuesider 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?

Valuesider differentiates itself with Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings., Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV., and Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV., 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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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.