Want something better than WhaleWisdom? Here it is.

WhaleWisdom and Brief Equity both read the quarterly 13F filings that large managers send to the SEC. Brief Equity puts that ownership data inside a workspace for the whole job: one feed for everything you track, a research library with a notebook for every stock, your own valuation models, and a knowledge graph. WhaleWisdom is a 13F site: its pages describe fund holdings, stock ownership, a Backtester, a 13F stock screener, a heat map, an Excel add-in, and an API (as of October 2026).

The difference shows the moment a filing gives you an idea. In Brief Equity the next steps are in the same place: open the company, read its last earnings call, value it on your own assumptions, and write down what you think.

Ownership in Brief Equity reads both ways. Open any stock to see every institution that holds it, the largest positions, and who bought or sold this quarter. Open any fund to X-ray its portfolio: turnover, one-year relative performance, concentration, and its biggest adds and exits. Start from a search for any fund or company, or from a grid of curated superinvestors.

Brief Equity already knows what you follow, so it filters 13F ownership to the tickers across your watchlists. The Tickers view shows how holders, dollars, and positions moved for each stock you track. The Funds view shows the institutions active across your lists. Save the funds you want to watch and they sit in one dashboard, with portfolio value, position count, and quarter-over-quarter activity for each one.

WhaleWisdom's pages list current and historical fund holdings and stock ownership, fund groups, stock watchlists whose size is set by plan, and email alerts on new SEC filings (as of October 2026).

Brief Equity's feed carries news, press releases, earnings-call transcripts, SEC filings, insider trades, and analyst ratings for every ticker on your watchlists, with a tab per source. A transcript reads as a conversation, with the Q&A grouped question by question. Select a passage in a transcript or press release and it saves into a note as a callout with a back-link to the exact spot. A block of cells from the financials saves as a table, and a chart or a model's valuation card saves as an image.

The notes sit in a research library with your own columns, stages, and tags, and a notebook for every stock. Your columns come in 7 types, any of 182 market metrics can sit beside them, you can filter by any column, and a board lays the stocks out in lanes by a field such as Stage or Conviction. A knowledge graph draws your watchlists, stocks, notes, and the funds you follow as one picture, and you can focus a fund to see where its holdings overlap yours.

WhaleWisdom's pages list email alerts on new SEC filings, a stock earnings and events calendar, and its own blog. They list no notes, research library, or earnings-call transcripts, and no news beyond that blog (as of October 2026).

Brief Equity's models are a discounted cash flow and an EV/EBITDA model, driven by your own assumptions: Bear, Base, and Bull scenarios, sensitivity analysis, a Monte Carlo distribution over the inputs, peer comparables, an exit-multiple value on EV/EBITDA, EV/Sales, or EV/EBIT, and versions you save and restore.

WhaleWisdom's Backtester answers a different question: how a portfolio built from the 13F filings of one manager, or a group of managers, would have performed. Its pages list no company valuation models (as of October 2026).

Brief Equity covers US and international stocks on 60+ exchanges. Every stock page has four tabs: Overview, Charts, Financials, and Dividends. Financials hold the income statement, balance sheet, and cash flow, with 20 years of annual statements, 40 quarters, and a trailing-twelve-month column. Charts carry price with volume, moving averages, and Bollinger bands, plus panes for P/E, EV/EBITDA, and other multiples.

Filings, insider trades, and 13F ownership come from SEC records.

Brief Equity is one plan with everything included: a 10-day free trial with no card, then $38/mo billed annually ($48/mo monthly). WhaleWisdom has four plans: Free, Standard at $90 a quarter or $300 a year, Pro at $150 a quarter or $500 a year, and Enterprise on request. Its pricing page sets 13F history, fund group size, stocks per watchlist, and exports by plan (as of October 2026).