WCF
White & Co Financial Planning Inc. Portfolio
Invests via White & Co Financial Planning Inc. | Managed by Thomas A. White, James Eric Parker, Ivan L. White, Gregory D. Vander Top, Misti D. Wiederspohn
Invests via White & Co Financial Planning Inc.
Managed by Thomas A. White, James Eric Parker, Ivan L. White, Gregory D. Vander Top, Misti D. Wiederspohn
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Company Profile
Serving individual and small-business clients in Canada, White & Co Financial Planning Inc. provides fee-based retirement and wealth-management advice, cash-flow modelling, and insurance planning, alongside tax-aware investment strategies. The firm integrates discretionary portfolio management with referrals to custodial partners and licensed advisors, targeting advised AUM across retail advisory segments. Revenue comes from advisory fees, planning engagements, and insurance commissions; growth vectors include digital client onboarding, integrated tax planning services, and partnerships with accounting practices. Market relevance is in delivering holistic financial planning to high-net-worth and pre-retirement households and supporting succession planning for owner-operated businesses.
Serving individual and small-business clients in Canada, White & Co Financial Planning Inc. provides fee-based retirement and wealth-management advice, cash-flow modelling, and insurance planning, alongside tax-aware investment strategies. The firm integrates discretionary portfolio management with referrals to custodial partners and licensed advisors, targeting advised AUM across retail advisory segments. Revenue comes from advisory fees, planning engagements, and insurance commissions; growth vectors include digital client onboarding, integrated tax planning services, and partnerships with accounting practices. Market relevance is in delivering holistic financial planning to high-net-worth and pre-retirement households and supporting succession planning for owner-operated businesses.
Investment Philosophy & Strategy
Focused on delivering tax‑efficient, goal‑based wealth management for individuals and small businesses, the firm emphasizes long-term capital preservation and sustainable income for retirement. Portfolios combine diversified core holdings with active, low‑turnover tilts toward high-quality fixed income, dividend growth equities, and insurance solutions to manage sequence‑of‑returns risk. Discretionary mandates and advisory accounts are underwritten with transparent fee alignment, cash‑flow modelling, and integrated tax planning. Growth strategy prioritizes digital onboarding, custodial partnerships, and scalable planning services to deepen household relationships and AUM.
Focused on delivering tax‑efficient, goal‑based wealth management for individuals and small businesses, the firm emphasizes long-term capital preservation and sustainable income for retirement. Portfolios combine diversified core holdings with active, low‑turnover tilts toward high-quality fixed income, dividend growth equities, and insurance solutions to manage sequence‑of‑returns risk. Discretionary mandates and advisory accounts are underwritten with transparent fee alignment, cash‑flow modelling, and integrated tax planning. Growth strategy prioritizes digital onboarding, custodial partnerships, and scalable planning services to deepen household relationships and AUM.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.04%
Gain -0.73%
Monthly
0.85%
Yearly
10.73%
Drawdown
13.33%
$155.23M
Equity
Holdings
$155.23M
Investment
$132.41M
$23.52M
Profit -$1.04M
Realized
$708,230.83
Unrealized
$22.81M
Dividends
$6.08M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$1.04M
Win %
41%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$1.44M
Win %
41%
This Month
Compared to last month
Gain
-0.34%
Profit
-$524,393.69
Win %
41%
This Year
Compared to last year
Gain
-3.84%
Profit
-$6.2M
Win %
46%
GNR SPDR S&P Global Natural Resources ETF
+0.69%
+$31,331.48 
SCHH Schwab U.S. REIT ETF
+0.27%
+$16,878.84 
JPIB JPMorgan International Bond ETF
+0.1%
+$3,505.55 
SCHC Schwab International Small-Cap Equity ETF
+0.04%
+$5,309.18 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$24.06 7220
72201R585
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
-1.62%
-$371,273.7 
SCHM Schwab U.S. Mid-Cap ETF
-1.33%
-$202,214.35 
SCHX Schwab U.S. Large-Cap ETF
-1.32%
-$326,273.6 
SCHE Schwab Emerging Markets Equity ETF
-1.27%
-$61,390.22 
IVV iShares Core S&P 500 ETF
-1.22%
-$3,496.49 
WTPI WisdomTree Equity Premium Income Fund
-0.96%
-$2,124.16 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.43%
-$37,977.66 
MLN VanEck Long Muni ETF
-0.42%
-$7,981.61 
SCHF Schwab International Equity ETF
-0.32%
-$43,610.53 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.25%
-$23,506.01 
RWO SPDR Dow Jones Global Real Estate ETF
-0.14%
-$8,525.59 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.08%
-$2,825.86 
MUB iShares National Muni Bond ETF
-0.06%
-$1,215.5 
FLXR TCW Flexible Income ETF
-0.05%
-$6,018.42 Events
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Dividends
Dividend Analysis
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No Data
| Trades 129 | Longs Won 72/129 55% | Profit Factor 15.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $812,726.75 |
| Average Win $349,160.53 | Best Trade (Oct 14) $5.91M | Sharpe Ratio -103.18 |
| Average Loss -$28,372.55 | Worst Trade (Oct 14) -$534,793.57 | Z-Score -3.25 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $182,343.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 5,464 | 4,918 | 4,372 | 3,825 | 3,279 | 2,732 | 2,186 | 1,639 | 1,093 | 546 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7220 72201R585 | 139,566 | $3.66M | $3.7M | - | $41,298.9 | 1.13% | 0.0 |
| FLXR TCW Flexible Income ETF | 300,921 | $11.7M | $11.41M | - | -$286,605.75 | -2.45% | -0.053% |
| GNR SPDR S&P Global Natural Resources ETF | 59,116 | $2.96M | $4.54M | - | $1.58M | 53.36% | +0.695% |
| IVV iShares Core S&P 500 ETF | 370 | $217,811.79 | $283,312.7 | - | $65,500.91 | 30.07% | -1.219% |
| JPIB JPMorgan International Bond ETF | 77,901 | $3.69M | $3.66M | - | -$37,045.38 | -1% | +0.096% |
| MLN VanEck Long Muni ETF | 114,023 | $2.03M | $1.89M | - | -$142,156.35 | -7% | -0.421% |
| MUB iShares National Muni Bond ETF | 18,700 | $1.99M | $1.92M | - | -$77,671.37 | -3.9% | -0.063% |
| RWO SPDR Dow Jones Global Real Estate ETF | 131,163 | $5.68M | $6.12M | - | $441,947.47 | 7.78% | -0.139% |
| SCHA Schwab U.S. Small-Cap ETF | 707,188 | $18.25M | $22.61M | - | $4.35M | 23.84% | -1.616% |
| SCHC Schwab International Small-Cap Equity ETF | 265,459 | $9.16M | $12.94M | - | $3.78M | 41.27% | +0.041% |
| SCHE Schwab Emerging Markets Equity ETF | 133,457 | $3.58M | $4.76M | - | $1.18M | 32.97% | -1.273% |
| SCHF Schwab International Equity ETF | 513,065 | $9.52M | $13.82M | - | $4.3M | 45.16% | -0.315% |
| SCHH Schwab U.S. REIT ETF | 281,314 | $5.94M | $6.31M | - | $368,932.68 | 6.21% | +0.268% |
| SCHI Schwab 5-10 Year Corporate Bond ETF | 427,382 | $9.5M | $9.23M | - | -$272,070.27 | -2.86% | -0.254% |
| SCHJ Schwab 1-5 Year Corporate Bond ETF | 141,293 | $3.46M | $3.41M | - | -$42,914.83 | -1.24% | -0.083% |
| SCHM Schwab U.S. Mid-Cap ETF | 439,692 | $12.23M | $14.99M | - | $2.76M | 22.59% | -1.331% |
| SCHX Schwab U.S. Large-Cap ETF | 815,684 | $18.97M | $24.43M | - | $5.46M | 28.79% | -1.318% |
| SPLB SPDR Portfolio Long Term Corporate Bond ETF | 421,974 | $9.4M | $8.74M | - | -$660,081.01 | -7.02% | -0.432% |
| SUB iShares Short-Term National Muni Bond ETF | 2,406 | $253,938.93 | $253,327.74 | - | -$611.19 | -0.24% | +0.009% |
| WTPI WisdomTree Equity Premium Income Fund | 6,638 | $218,447.77 | $218,257.44 | - | -$190.33 | -0.09% | -0.964% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for White & Co Financial Planning Inc.?
The largest contributions to the portfolio's profits come from the following stocks: TCW Flexible Income ETF - $853,621.42, SPDR Portfolio Long Term Corporate Bond ETF - $734,878.52, Schwab International Small-Cap Equity ETF - $712,959.89, Schwab International Equity ETF - $699,231.42, and Schwab U.S. Small-Cap ETF - $676,110.11. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does White & Co Financial Planning Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.08M earned over time. The largest contributors to dividend income include TCW Flexible Income ETF - $852,464.23, SPDR Portfolio Long Term Corporate Bond ETF - $734,680.06, Schwab 5-10 Year Corporate Bond ETF - $673,641.37, Schwab International Equity ETF - $518,073.23, and Schwab International Small-Cap Equity ETF - $474,861.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are White & Co Financial Planning Inc.'s monthly returns?
White & Co Financial Planning Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can White & Co Financial Planning Inc.'s strategy be considered aggressive or moderate?
White & Co Financial Planning Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow White & Co Financial Planning Inc.'s strategy?
White & Co Financial Planning Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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