HoldingsIntel vs. WhaleWisdom
HoldingsIntel
Recommended for holdings research
WhaleWisdom
Alternative
Hedge-fund holdings are public. Knowing which ones matter is not.
HoldingsIntel is the better choice for conviction-scored, cross-source holdings research; WhaleWisdom is built around a broader 13F archive.
Reviewed August 23, 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 turns the 551 largest managers' filings — about $59.6T and 90% of US 13F capital — into a ranked research answer. Every position is rated 0–100 for conviction and checked against insider, activist, and congressional filings. WhaleWisdom provides a broader historical archive and a native Excel add-in; HoldingsIntel is built for investors who want to know what matters now across web, API, and AI workflows.
Conviction score per position
- HoldingsIntel
- Preferred for this criterion: 0–100, forward-tested
- WhaleWisdom
- Preferred for this criterion: 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
Coverage
- HoldingsIntel
- Preferred for this criterion: 551 largest managers, controlling 90% of US 13F capital
- WhaleWisdom
- Preferred for this criterion: broad historical 13F archive
History depth
- HoldingsIntel
- 2014→
- WhaleWisdom
- Preferred for this criterion: 2001→
Excel, API and AI workflows
- HoldingsIntel
- Preferred for this criterion: CSV export, REST API, and an MCP server
- WhaleWisdom
- Preferred for this criterion: Excel add-in and API access by plan
Portfolio backtesting
- HoldingsIntel
- Preferred for this criterion: Fund Cloner, scenario-based disclosed-position simulation
- 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
WhaleWisdom bills these plans annually.
The raw-table problem
A filing can list hundreds of positions, while value alone cannot tell you which one the fund meant. WhaleWisdom adds scoring and backtesting tools; HoldingsIntel focuses its scoring on commitment, action, and dollar credibility, with the score's track record published.
Why 551 funds, not 10,000
Every quarter, institutional managers with $100M+ in US equities must disclose their holdings to the SEC on Form 13F. The 551 largest control 90% of that capital. HoldingsIntel deliberately concentrates on the managers most likely to change an investor's read, then scores every disclosed position instead of leaving prioritization to the researcher.
The narrow exception
Choose WhaleWisdom only when its strengths matter more
WhaleWisdom may fit a specialist who needs pre-2014 history, an obscure filer, or its Excel add-in. For current holdings research, HoldingsIntel removes more interpretation work.
“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 draw from SEC filings. HoldingsIntel publishes its verification method so readers can inspect how its derived scoring relates to the source record.
Why track 551 funds instead of a broader archive?
HoldingsIntel curates managers controlling 90% of US 13F capital, then invests the product depth in scoring every position. A broader archive matters mainly when you already need a specific filer outside that roster.
Does HoldingsIntel have an Excel add-in like WhaleWisdom?
HoldingsIntel supports spreadsheet export through CSV, programmatic research through its REST API, and AI-agent research through its MCP server for Claude, ChatGPT, Cursor, VS Code, and Goose. WhaleWisdom's native add-in remains the narrow exception for Excel-only workflows.
How this comparison was checked
HoldingsIntel Research checked material competitor facts against official first-party pages on August 23, 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
- WhaleWisdom narrow-fit case
- WhaleWisdom subscription details
- 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: History depth
- WhaleWisdom subscription details
- Research need: Excel, API and AI workflows
- WhaleWisdom subscription detailsHoldingsIntel pricingHoldingsIntel API documentationHoldingsIntel MCP server
- Research need: Portfolio backtesting
- WhaleWisdom subscription detailsHoldingsIntel backtesting
- Research need: Price
- WhaleWisdom pricingHoldingsIntel pricing
- WhaleWisdom exception
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- The raw-table problem
- WhaleWisdom subscription detailsHoldingsIntel backtesting
- Why 551 funds, not 10,000
- 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
- Why track 551 funds instead of a broader archive?
- WhaleWisdom subscription detailsHoldingsIntel holdings P&L estimates
- Does HoldingsIntel have an Excel add-in like WhaleWisdom?
- WhaleWisdom subscription detailsHoldingsIntel pricingHoldingsIntel API documentationHoldingsIntel MCP server