WhaleWisdom is an archive. This is intelligence. WhaleWisdom gives you every 13F filed since 2001 — ten thousand filers of raw tables, with an Excel add-in, for $360–600 a year. HoldingsIntel reads the 551 largest managers, controlling 90% of US 13F capital — about $59.6T in disclosed holdings. Every position rated 0–100 for conviction, cross-checked against insider, activist, and congressional filings, from $19 a month.
We build HoldingsIntel. Every number below is sourced and dated so you can check it — and where WhaleWisdom is the better tool, the table says so.
HoldingsIntel vs. WhaleWisdom
WhaleWisdom is an archive. This is intelligence.
WhaleWisdom gives you every 13F filed since 2001 — ten thousand filers of raw tables, with an Excel add-in, for $360–600 a year. HoldingsIntel reads the 551 largest managers, controlling 90% of US 13F capital — about $59.6T in disclosed holdings. Every position rated 0–100 for conviction, cross-checked against insider, activist, and congressional filings, from $19 a month.
| Dimension | HoldingsIntel | WhaleWisdom |
|---|---|---|
| Conviction score per position | 0–100, forward-tested1 | raw values only |
| Sources beyond 13F | Form 4 + 13D/G + STOCK Act, one verdict | 13F + 13D/G |
| Accuracy verification published | 15/15 vs EDGAR, method public2 | not published |
| Coverage | 551 largest managers, controlling 90% of US 13F capital3 | every 13F filer (~10,000), incl. the inactive tail |
| History depth | 2014→ | 2001→ |
| Excel add-in | not offered | included |
| Portfolio backtesting | Fund Cloner, scenario-based | backtester included |
| Price | $19–49/mo | $360–600/yr |
1Tested across 46 quarters of filings; per-band win rates vs matched S&P 500 periods are public on the backtesting page.
2Sampled top holdings matched SEC EDGAR 15/15 on shares and dollar values; method published.
3Dollar-weighted: total holdings value reported by tracked managers ÷ total value reported across all SEC Form 13F filings, computed from SEC 13F datasets and re-verified quarterly (as of 2026-07-11). Measures disclosed institutional holdings — not the whole US stock market, and not assets we manage.
The raw-table problem
A Bridgewater filing lists 1,014 positions. Sorted by value, position #4 at 6% of the book and position #40 at 0.1% look almost identical — and value can't tell you which one the fund meant. That question is why conviction scoring exists: each position is rated on commitment, action, and dollar credibility, and the score's track record is published rather than asserted.
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. The other ~9,500 filers split the remaining ~10% — and that tail churns: smaller managers close, merge, and stop filing at far higher rates than the giants, so a 10,000-filer count quietly includes funds that no longer exist. Tracking them adds rows, not understanding.
“Our job is to find a few intelligent things to do, not to keep up with every damn thing in the world.”
Where WhaleWisdom is the better tool
Its completeness is real. If you're backtesting across two decades, auditing an obscure filer, or piping filings into Excel models, an archive is the right product and WhaleWisdom's is the deepest. We chose the opposite constraint — fewer funds, every position scored, every method published — because most investors' scarce resource is interpretation time, not filing access.
Bottom line
Choose WhaleWisdom
For archival work: twenty years of filings, every filer, an Excel pipeline.
Choose HoldingsIntel
To decide what to do this quarter: scored positions, four filing sources in one verdict, and a forward test you can read before you trust it — at a third to half the price.
References
- SEC EDGAR full-text 13F filing system — primary source for all holdings data
- HoldingsIntel data-verification method & results (15/15 vs EDGAR)
- Conviction forward-test, 46 quarters — methodology and per-band results
- WhaleWisdom public pricing page, as of July 2026
Questions traders actually ask
Is HoldingsIntel's data as accurate as WhaleWisdom's?
Both draw from the same SEC filings. The difference is that we publish our verification — sampled holdings matched EDGAR 15 for 15 — so accuracy is checkable, not claimed.
Why track 551 funds instead of all 10,000?
Because the 551 largest managers control 90% of US 13F capital; the other ~9,500 filers split the rest and churn constantly. Curation is the feature, not the limitation.
Does HoldingsIntel have an Excel add-in like WhaleWisdom?
No. Pro and Pro Plus include CSV export on every table, but a native Excel add-in is a genuine WhaleWisdom advantage. If Excel pipelines are the center of your workflow, that row goes to them.
More comparisons
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