HoldingsIntel vs. WhaleWisdom
HoldingsIntel
Recommended for holdings research
WhaleWisdom
Alternative
Hedge-fund holdings are public. Knowing which ones matter is not.
HoldingsIntel turns 13F filings into the answer: every buy scored for conviction and four disclosure sources in one Verdict, from $19 a month.
Reviewed November 8, 2026 · HoldingsIntel Research
Why HoldingsIntel wins
Choose HoldingsIntel to turn current holdings into a conviction-ranked, cross-source research answer across web, API, and MCP.
Try the better research workflow
Turn public filings into a ranked research answer
Inspect model-estimated unrealized P&L for each manager's currently disclosed holdings, with the positions behind every result. Current through Q2 2026.
Free to browse. No account required.
Feature-by-feature
Where HoldingsIntel gives you more
HoldingsIntel reads 563 of the largest funds: $70.7T and 89% of US 13F capital. Every buy is rated 0–100 for conviction and checked against insider, activist and congressional filings, so you see what matters now, on the web, through the API and inside your AI assistant.
Conviction score per position
- HoldingsIntel
- Preferred for this criterion: every buy rated 0–100, with a published record
- WhaleWisdom
- proprietary stock and fund scores
Sources beyond 13F
- HoldingsIntel
- Preferred for this criterion: Form 4 + 13D/G + STOCK Act, one verdict
- WhaleWisdom
- 13F + 13D/G + Form 4 + congressional trades, searched separately
Coverage
- HoldingsIntel
- Preferred for this criterion: 563 of the largest funds, holding 89% of US 13F capital
- WhaleWisdom
- Preferred for this criterion: every 13F filer, including thousands of small ones
API and AI assistants
- HoldingsIntel
- Preferred for this criterion: REST API and an MCP server for Claude, ChatGPT and Cursor, free to start
- WhaleWisdom
- Excel add-in and API access by plan
Portfolio backtesting
- HoldingsIntel
- Preferred for this criterion: Fund Cloner replays a fund's disclosed positions quarter by quarter
- WhaleWisdom
- Preferred for this criterion: backtesting and combined holdings tools
Price
- HoldingsIntel
- Preferred for this criterion: $19–49/mo
- WhaleWisdom
- $300/yr Standard; $500/yr Pro
Pricing comparison
What you pay, and what the workflow replaces
$19–49 monthly
Holdings-led research, API and MCP workflows in one product.
WhaleWisdom
$300 Standard or $500 Pro yearly
These are WhaleWisdom's annual prices; quarterly billing is $90 Standard or $150 Pro.
The raw-table problem
A filing can list hundreds of positions, and value alone never tells you which one the fund meant. HoldingsIntel scores every buy on commitment, action and dollar credibility and publishes how its top scores performed, so the positions that matter rise to the top on their own.
The managers that move the market
Every quarter, managers with $100M+ in US equities disclose their holdings to the SEC on Form 13F. HoldingsIntel reads 563 of the largest, holding 89% of all 13F capital. The thousands of other filers share the remaining 11%. Then it scores every buy, so you start from the answer instead of the archive.
Switching from WhaleWisdom
Keep what you use. Gain the answer.
Coming from WhaleWisdom, you keep the 13F holdings and quarterly changes you know, gain a conviction score on every buy and a four-source Verdict on every stock, and export to CSV for your spreadsheets. Pro is $190 a year.
“Our job is to find a few intelligent things to do, not to keep up with every damn thing in the world.”
Bottom line
For serious holdings research, choose HoldingsIntel
Choose HoldingsIntel to turn current holdings into a conviction-ranked, cross-source research answer across web, API, and MCP.
See the advantage in the product
Continue from the comparison to current data
Inspect model-estimated unrealized P&L for each manager's currently disclosed holdings, with the positions behind every result. Current through Q2 2026.
Free to browse. Paid plans add 13F watchlist alerts when filings change.
Questions investors ask
Is HoldingsIntel's data as accurate as WhaleWisdom's?
Both read the same SEC filings. HoldingsIntel checks every quarterly load against each filing's SEC cover page, links every fund page to its source filings on EDGAR, and publishes its scoring method and record.
Which funds does HoldingsIntel track?
563 of the largest funds, from Berkshire Hathaway and Bridgewater to Pershing Square and Scion: 89% of all US 13F capital, with every buy scored for conviction.
Can I get HoldingsIntel data into Excel?
Yes. Pro exports tables to CSV, the REST API delivers the data to your own models, and the MCP server answers in Claude, ChatGPT, Cursor, VS Code and Goose.
How this comparison was checked
HoldingsIntel Research checked material competitor facts against official first-party pages on November 8, 2026. Product claims use current HoldingsIntel disclosure data, and undocumented competitor facts are qualified. This comparison is not investment advice.
Evidence map
- Comparison overview
- WhaleWisdom pricingWhaleWisdom subscription detailsHoldingsIntel holdings P&L estimatesHoldingsIntel pricingHoldingsIntel API documentationHoldingsIntel MCP server
- HoldingsIntel recommendation
- HoldingsIntel holdings P&L estimatesHoldingsIntel API documentationHoldingsIntel MCP server
- Research need: Conviction score per position
- WhaleWisdom subscription detailsHoldingsIntel backtesting
- Research need: Sources beyond 13F
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- Research need: Coverage
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- Research need: API and AI assistants
- WhaleWisdom subscription detailsHoldingsIntel pricingHoldingsIntel API documentationHoldingsIntel MCP server
- Research need: Portfolio backtesting
- WhaleWisdom subscription detailsHoldingsIntel backtesting
- Research need: Price
- WhaleWisdom pricingHoldingsIntel pricing
- Switching from WhaleWisdom
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- The raw-table problem
- WhaleWisdom subscription detailsHoldingsIntel backtesting
- The managers that move the market
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- Live product proof
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- Is HoldingsIntel's data as accurate as WhaleWisdom's?
- WhaleWisdom subscription detailsHoldingsIntel backtesting
- Which funds does HoldingsIntel track?
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- Can I get HoldingsIntel data into Excel?
- WhaleWisdom subscription detailsHoldingsIntel pricingHoldingsIntel API documentationHoldingsIntel MCP server