The LSE Directory / Fundamental data
WhaleWisdom is a web based research platform that parses SEC filings, primarily Form 13F, Schedule 13D/13G and Form 4, to show what institutional money managers, hedge funds and corporate insiders are buying and selling. New 13F filings are processed and published as searchable fund level dashboards, showing current holdings, quarter over quarter position changes, and portfolio concentration and turnover for any of the roughly 5,000 firms that manage over 100 million dollars in US securities and are required to file. Users can browse by fund or by stock, run a screener, set email alerts on new filings, and export data through an Excel add in or a developer API. Its specialization is turning that filing data into testable strategies rather than just an archive. The core tools, a 13F portfolio backtester, a WhaleIndex composite of consensus hedge fund holdings, and a WhaleScore ranking that scores managers on the historical performance of their disclosed positions, let a user build a portfolio cloned from one or many funds and simulate its performance against a benchmark such as the S&P 500. The company is explicit that 13F data covers only US long equity positions above the reporting threshold, is filed up to 45 days after quarter end, and omits shorts, cash and non-US holdings, so its edge versus rivals such as Fintel or HedgeFollow is tooling depth (backtesting, fund grouping, combined holdings reports) rather than broader data coverage. It targets individual investors and advisors who want this kind of research without an institutional terminal subscription, offering a free tier (two years of history, five name watchlists) alongside paid Standard, Pro and Enterprise plans that unlock the full history to 2001, larger fund groups, API access and, at the top tier, nightly FTP delivery of filing data. WhaleWisdom was founded in 2008 by Daniel Collins, a software developer who began following 13F filings after hearing about hedge fund "whale watching" on CNBC's Fast Money, found no site that made the filings easy to browse, and built one himself. The company operates as a privately held LLC and describes its filing data collection as largely automated. Its database extends back to the March 2001 filing quarter for 13F data. Pricing runs from a free tier to a contact-us Enterprise tier with unlimited API access, which points to institutional as well as retail customers, though the company does not publish subscriber counts, total assets tracked, or revenue figures.
