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Three different tiered subscription models are available for accessing historical 13f filing data: Standard, Pro and Enterprise.
The standard subscription gives you instant access to all 13F data going as far back as 2001 using web site tools (including backtester) through your browser.
You also can download the WhaleWisdom Excel Add-in to easily let you download current holdings optionally augmented with any 13D/G filings received since the last 13F filing date.
API access to allow for automatic bulk downloading of filer holdings or holders of individual stocks is restricted to 50 filers and 50 stocks per quarter (beginning with your subscription start date).
Additionally standard and pro subscriptions cannot use the "live data feed" API calls: 1) filing_data_feed and 2) condensed_data_feed
The Pro subscription includes everything the standard subscription offers with an increase in the number of filer portfolios and stock holders you can download via the API from 50 to 200. Additionally standard and pro subscriptions cannot use the "live data feed" API calls: 1) filing_data_feed and 2) condensed_data_feed
Advanced backtesting features that require a pro subscription include:
Pro subscribers can also create filer groups of up to 50 members instead of the 10-member limit for standard subscribers. Filer groups are groups of funds that you can create and save for later retrieval. These groups can be used for running backtests, combined holdings reports, consensus reports, and more.
The enterprise subscription includes everything in the other subscriptions but gives you unlimited access to all 13F data through either the web-site tools or the API. This includes access to the "live data feed" API calls: 1) filing_data_feed and 2) condensed_data_feed. You also have the option of receiving 13F updates via nightly generated FTP files.
Bulk Schedule 13D/G data is also available via nightly FTP file updates for enterprise subscribers.
For more information on the Enterprise subscription read the Enterprise White Paper
You may cancel your subscription at any time. Your election to discontinue the subscription will take effect after your current subscription expires. There is no trial period offered for any of our premium subscription options and no refunds once you have subscribed.