Where the Whales are Investing
Follow the big money players or "whales" market strategies. The whales have already done the research. Use whalewisdom to help you leverage their strategies in your own investment decisions.
Get started by entering a fund or stock in the search box at the top of the page
November 14th, 2014
Analyze and compare 13F data going back to 2001. Use any of the tools below to get started.
- Backtest the 13F holdings of one or more firms and see how cloning their portfolio would compare to the market.
- Combined Holdings
- Show the combined portfolio of multiple firm's 13F holdings over time.
- Consensus Holdings
- Get consensus stock picks for a group of firms based on the group's 13F holdings.
- 13F Fund Performance Evaluator
- See which firms had the best or worst Whalewisdom performance over time. Search by market cap, sector, and more.
- Firm Search
- Search for SEC filers using a wide range of criteria.
- 13F Stock Screener
- Find stocks based on different metrics such as 13F turnover, average 13F portfolio ranking and more.
- 13F HeatMap
- Find the hottest or coldest stocks based on reported 13F filings.
- Interactive charts for a group of 13F portfolios. Visually compare total market value, Whalewisdom performance and more.