How much do Alpha-File and WhaleWisdom cost?

Alpha-File: FREE. WhaleWisdom: FREE-$$.

Is Alpha-File or WhaleWisdom free?

Alpha-File and WhaleWisdom both have a free tier.

What are the main differences between Alpha-File and WhaleWisdom?

Only WhaleWisdom is available via api. WhaleWisdom also covers screening in the workflow. Alpha-File lists Hedge Fund, Mutual Fund, Investment Bank, RIA, Family Office users; WhaleWisdom does not. WhaleWisdom is tagged for quant / systematic.

index / Alpha-File vs WhaleWisdom

>_ Alpha-File vs WhaleWisdom

Alpha-File and WhaleWisdom, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Alpha-File

WhaleWisdom

one-liner

Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources

Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools

best for

tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution

tracking hedge fund and institutional investor positions using sec filing data.

key feature

tracks every buy, sell, add, trim across custom manager watchlists

20+ years of 13F data with fund-level backtesting and consensus holdings analysis

who uses it

Retail, Hedge Fund, Mutual Fund, Investment Bank, RIA, Family Office

Retail

asset class

Equities

function

Research, Portfolio Tracking

Research, Alt Data

strategies

Event-Driven / Special Situations, Fundamental Analysis, Value Investing

Event-Driven / Special Situations, Value Investing, Fundamental Analysis, Quant / Systematic

workflow

Research, Monitoring

Screening, Research, Monitoring

instruments

Stocks, ETFs

Stocks, ETFs, Mutual Funds, Options

regions

North America

pricing

FREE

FREE-$$

free tier

yes

model

freemium

via

web

web, api

audience

retail

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