WRDS has developed a variety of powerful analytics tools to support you in your research. Get more out of your data with less effort. Find the analytics tools you need.
Focusing on textual content and wording, assess the readability, sentiment/tone in financial disclosures using insights from recently published papers in the field. The Readability and Sentiment Analysis tool is designed with flexibility in mind, allowing you to search SEC filings for an individual firm or a group of firms.
Requires subscription to WRDS SEC Analytics Suite.
Easily trace historical name changes and access filings statistics for companies. Use the linking tables to map the SEC’s CIK to CUSIP and Compustat’s GVKEY. Linking tables enable you to track all historical filings for public companies, helping to avoid selection and survivorship bias in research.
Requires subscription to WRDS SEC Analytics Suite.
Types of filings covered by this engine include 10Ks, 10Qs, 8Ks, Proxy and Registration Statements, 40-F Annual Reports, Uploads, and SEC correspondence. With access to all information in SEC filings, this tool is positioned for broad research in finance, accounting, business, economics, and law (e.g., corporate due diligence, forensic accounting, disclosure research, and investment management).
Requires subscription to WRDS SEC Analytics Suite.
By parsing through the entire SEC filings database, this query allows you to extract the contents of specific forms filed by companies. The most commonly used forms include 10-Ks, 10-Qs, Forms 3, 4, and 5.
Requires subscription to WRDS SEC Analytics Suite.
Screen and extract all 8-K forms with specific trigger item information. Search for companies by CIK, GVKEY, CUSIP, or TICKER and extract all 8-K reports filed by these companies, along with the list of all items that triggered the filing of Form 8-K, the filing date, filing time (available after 2002), and the conformed period of report or event date.
Requires subscription to WRDS SEC Analytics Suite.
Through parsing of the SEC 13F Holdings data reported in XML attachments, you can access details on holdings as well as well as summary information of equity positions held by institutional investors. As such format was mandated by the SEC after June 2013, the SEC 13F Holdings data is complete only for the period after that reporting date.
Requires subscription to WRDS SEC Analytics Suite.