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Empirical Wealth Management’s DNP Select Income Fund DNP Stock Holding History

Empirical Wealth Management’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Buy
+10,245
New +$109K ﹤0.01% 1037
2024
Q1 		– Sell
-13,000
Closed -$110K – 537
2023
Q4 		$110K Buy
+13,000
New +$117K ﹤0.01% 487

Other funds holding DNP

BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Empirical Wealth Management's DNP Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in DNP Select Income Fund (DNP) in Q2 2026: 10,245 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in DNP as recently as Q4 2023.

Empirical Wealth Management first reported a position in DNP in Q4 2023 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

  • Empirical Wealth Management held 10,245 shares of DNP Select Income Fund worth $111K as of Q2 2026.
  • DNP Select Income Fund was a new Empirical Wealth Management position in Q2 2026.
  • DNP Select Income Fund made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1037 holding.
  • Empirical Wealth Management first reported a position in DNP Select Income Fund in Q4 2023 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.