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 Q3	–	Sell	-10,245	Closed	-$111K	–	1178
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Empirical Wealth Management's DNP Position: Q3 2026 in Review

Empirical Wealth Management sold out of DNP Select Income Fund (DNP) in Q3 2026, closing a stake of 10,245 shares — an estimated $111K sold.

Empirical Wealth Management first reported a position in DNP in Q4 2023 and held it in 2 quarters. The position peaked at $111K in Q2 2026. 264 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

Empirical Wealth Management reported no remaining DNP Select Income Fund position as of Q3 2026 after selling out during the quarter.
Empirical Wealth Management sold 10,245 DNP Select Income Fund shares in Q3 2026, an estimated $111K.
Empirical Wealth Management first reported a position in DNP Select Income Fund in Q4 2023 and held it in 2 quarters.
Empirical Wealth Management's DNP Select Income Fund position peaked at $111K in Q2 2026.
264 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.