What is WhaleWisdom?
WhaleWisdom is a premier platform that gives individual and professional investors the ability to access, analyze, and act upon detailed investment data from world-class hedge funds and institutional investors. Leveraging over 20 years of 13F data and additional SEC filings, the service offers robust search tools, screeners, backtesting analytics, and email alerts to maximize investment research efficiency.
Users can harness WhaleWisdom's powerful features such as a 13F stock screener, fund performance evaluator, combined holdings reports, and Excel integration to uncover trends, replicate high-performing portfolios, and build or test custom trading strategies. Both free and premium tiers are available, ensuring access to essential investment insights for a wide range of users.
Features
- 13F Stock Screener: Find and analyze institutional stock holdings using advanced filters.
- Fund Performance Evaluator: Evaluate performance of hedge funds and institutional investors.
- Backtester: Test and validate trading strategies against historical 13F data.
- Combined Holdings Reports: Aggregate and review group fund holdings.
- Excel Add-in: Export and analyze data directly in Excel.
- Unlimited Email Alerts: Get notified on SEC filings and holdings changes.
- API Access: Integrate WhaleWisdom data with external systems (premium required).
- WhaleIndex & Heat Map: Visualize top managers and trending stocks in the market.
- Historical 13F Data: Access filings data extending back to 2001.
- Mutual Fund/ETF Constituents: Track fund constituents and changes since 2019.
Use Cases
- Tracking hedge fund and institutional investor portfolios for stock idea generation.
- Backtesting trading strategies using decades of institutional holdings data.
- Building custom investment watchlists and receiving automated SEC filing alerts.
- Identifying consensus stock picks and emerging market trends among influential investors.
- Exporting 13F data for in-depth analysis in Excel.
- Researching insider transactions and Schedule 13D/G data for actionable intelligence.
FAQs
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What is the coverage period for WhaleWisdom's data?
WhaleWisdom provides 13F filings data going back to 2001 and insider transactions and 13D/G filing data from 2006 onward. -
What features are available for free users?
Free users can access the past two years of 13F data, create limited fund groups and watchlists, run basic backtests, and set up unlimited email alerts for SEC filings. -
What types of subscription plans does WhaleWisdom offer?
WhaleWisdom offers free, standard, pro, and enterprise plans, with increasing levels of access, features, and data export capabilities.
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