What is WhaleWisdom?

Backtest hedge fund performance, research holdings and more. WhaleWisdom.com provides a suite of tools to help track the performance of Hedge Fund and Asset Managers by analyzing and organizing their reported 13F and Schedule 13D/13G filings.

WhaleWisdom is an aggregator of publicly available financial information. Certain financial institutions are required by law to file forms with the U.S. Securities and Exchange Commission (SEC) for purposes of increasing the fairness and efficiency of the securities market. WhaleWisdom collects these filings on a daily basis. Filings are processed and organized to produce actionable insight for users.

WhaleWisdom was created in 2008 with the simple goal of providing users with the ability to compare changes in 13F portfolios quarter over quarter. The site has since expanded to include processing of other SEC filings such as 13D/G, Form 4, N-Sar, and Form D.

Data Collection Process

WhaleWisdom.com SEC filing data (13F's, 13D/G's, Form 3/4) collection is done in house and is entirely automated with little to no human intervention. Without human oversight, there is a greater risk that data error may exist since we are relying on the filer to provide accurate information. Use at your own risk.

Site Change Log

  • 2016-08-18 - Added activist Heat Map
  • 2016-08-16 - Added Overlapping Matrix
  • 2016-07-26 - Added date filing received to Excel Add-in holdings
  • 2016-07-19 - Added weekly summary email for tracked backtests
  • 2016-07-02 - Added numerous performance metrics to a filers profile page.
  • 2016-06-13 - Choose which moving average will turn hedging on or off when backtesting (Pro Subscription Required) Backtester
  • 2016-06-09 - Introducing the Double-Down Report
  • 2016-06-08 - WhaleScore and WhaleIndex redevelopment/improvements
  • 2016-05-20 - Added alternate turnover calculation to filer profile pages.
  • 2016-04-04 - Updated Excel add-in to support Office 2016
  • 2016-04-01 - Backtest using a moving average hedge (Pro Subscription Required) Backtester
  • 2016-04-01 - 13F Fund Performance Search now exports CIK, zip code, and prior MV (Subscription Required)
  • 2016-03-02 - Added new data metrics for 13f holdings: avg time held in top 20, top10, and overall.
  • 2016-02-04 - You can now add moving averages to the Backtester results chart Backtester
  • 2016-02-04 - Backtester supports hedging strategies Backtester
  • 2016-02-04 - You can optionally set the starting quarter for backtesting Backtester
  • 2016-02-04 - You can optionally set the rebalancing frequency for backtesting Backtester
  • 2016-02-04 - You can use a sell buffer to lower turnover in backtester Backtester
  • 2016-02-04 - Form 8-K individual events are now being parsed and you can receive email alerts for specific event types.
  • 2016-02-04 - You can create email alerts for stock baskets and choose to only be notified when a security has been bought or sold or has a change in shares > 25%, etc.
  • 2015-12-10 - Backtest using WhaleScore Filers (Pro Subscription Required) Backtester
  • 2015-12-10 - Backtest using filers chosen based on prior performance (Pro Subscription Required) Backtester
  • 2015-12-02 - Team members can now share filer groups
  • 2015-11-30 - Introduced team members for Enterprise subscriptions.
  • 2015-11-09 - Made 13F filer sector allocation chart dynamic so you can load sectors over time. For example see Berkshire sector chart
  • 2015-11-04 - added list of new filers for quarter to latest filings page
  • 2015-11-02 - added ability to change columns shown in Fund Performance Search
  • 2015-10-24 - added ADR exclusion/inclusion filter to Backtester
  • 2015-10-21 - Added option to search by city to Filer Search
  • 2015-10-13 - Added WhaleIndex Mid/Small/Micro Portfolios
  • 2015-10-07 - Added option for choosing only 2 holdings to Backtester
  • 2015-10-05 - added new criteria and output columns to consensus report for % ownership
  • 2015-10-01 - Started importing 13F filings for Q3 2015
  • 2015-09-17 - added "minimum percent of portfolio for each fund" option for absolute count rebalancing for backtester
  • 2015-09-05 - added combined % ownership rebalancing option to backtester
  • 2015-09-05 - added "top # holding(s) by % Ownership from each funds holdings" rebalancing option to backtester
  • 2015-08-31 - Added option to receive email alerts for WhaleIndex Changes
  • 2015-08-31 - Added option to export WhaleIndex positions to Excel
  • 2015-08-28 - Started compiling international short positions
  • 2015-08-26 - Introducing the WhaleIndex
  • 2015-08-19 - added sector/industry filters to combined holdings report

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