White & Co Financial Planning Inc WTPI — WISDOMTREE TR

Ownership history in White & Co Financial Planning Inc  ·  6 quarters on record

AI Ownership Summary

White & Co Financial Planning Inc reported WISDOMTREE TR (WTPI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q4. The latest visible filing shows WTPI at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was White & Co Financial Planning Inc's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WTPI was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTPI stock page White & Co Financial Planning Inc fund profile White & Co Financial Planning Inc full holdings
How White & Co Financial Planning Inc held WTPI — position size vs. price
% of Fund (quarterly)    WTPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,291 -399 -6.0% 0.14% $201K 2026-05-06 $32.68
2025 Q4 REDUCED — — — 6,690 -29 -0.4% 0.17% $221K 2026-01-20 $31.90
2025 Q3 REDUCED — — — 6,719 -82 -1.2% 0.17% $224K 2025-10-21 $30.89
2025 Q2 ADDED — — — 6,801 +353 +5.5% 0.17% $218K 2025-07-22 $29.14
2025 Q1 REDUCED — — — 6,448 -152 -2.3% 0.17% $200K 2025-05-07 $27.25
2024 Q4 INITIATED — — — 6,600 — — 0.18% $218K 2025-01-23 $28.64

🏢 Other funds also holding WTPI

As of 2026 Q1 — sorted by position size

Solutions 4 Wealth, Ltd 9.45% Granite Bay Wealth Management, LLC 3Y 8.17% CASTLE WEALTH MANAGEMENT LLC 3Y 2.85% Compass Financial Services Inc 2.2% Alpine Bank Wealth Management 0.77% RESOLUTE CAPITAL, LLC 0.63% Avory & Company, LLC 3Y 0.63% Opes Wealth Management LLC 3Y 7Y 0.61% Tidemark, LLC 0.44% WealthPlan Investment Management, LLC 3Y 0.44%

FAQ About White & Co Financial Planning Inc and WTPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has White & Co Financial Planning Inc reported owning WTPI?

White & Co Financial Planning Inc reported WTPI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WTPI position in White & Co Financial Planning Inc's portfolio?

The largest reported portfolio weight for WTPI was 0.18% in 2024 Q4.

What is the latest reported WTPI position on this page?

The most recent filing on this page is 2026 Q1, when White & Co Financial Planning Inc reported 6,291 shares, equal to 0.14% of portfolio, with an estimated market value of $201K.

What does the chart on this WTPI ownership page compare?

The chart compares White & Co Financial Planning Inc's quarterly WTPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did White & Co Financial Planning Inc time their WTPI position?

Based on 13F filing dates vs. subsequent WTPI price moves, White & Co Financial Planning Inc correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on WTPI relative to SPY over the holding period was -5.1%.

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