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Laird Norton Wetherby Wealth Management’s DNP Select Income Fund DNP Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$173K Hold
17,246
– – 0.01% 904
2025
Q2 		$169K Buy
+17,246
New +$166K 0.01% 901
2024
Q4 		$152K Hold
17,246
– – 0.01% 868
2024
Q3 		$173K Hold
17,246
– – 0.01% 892
2024
Q2 		$142K Hold
17,246
– – 0.01% 893
2024
Q1 		$156K Hold
17,246
– – 0.01% 920
2023
Q4 		$146K Hold
17,246
– – 0.01% 874
2023
Q3 		$164K Hold
17,246
– – 0.01% 831
2023
Q2 		$181K Buy
17,246
+208
+1% +$2.17K 0.01% 873
2023
Q1 		$188K Buy
17,038
+287
+2% +$3.26K 0.01% 835
2022
Q4 		$188K Buy
16,751
+294
+2% +$3.21K 0.01% 807
2022
Q3 		$170K Buy
16,457
+281
+2% +$3.13K 0.01% 816
2022
Q2 		$175K Buy
16,176
+276
+2% +$3.11K 0.01% 830
2022
Q1 		$188K Buy
15,900
+274
+2% +$3.08K 0.01% 868
2021
Q4 		$170K Buy
15,626
+278
+2% +$3K 0.01% 883
2021
Q3 		$164K Buy
15,348
+275
+2% +$2.95K 0.01% 883
2021
Q2 		$158K Buy
15,073
+281
+2% +$2.9K 0.01% 895
2021
Q1 		$146K Buy
14,792
+278
+2% +$2.84K 0.01% 759
2020
Q4 		$149K Buy
14,514
+272
+2% +$2.79K 0.01% 857
2020
Q3 		$143K Buy
14,242
+252
+2% +$2.68K 0.01% 669
2020
Q2 		$152K Buy
13,990
+242
+2% +$2.6K 0.01% 668
2020
Q1 		$135K Buy
13,748
+215
+2% +$2.58K 0.02% 615
2019
Q4 		$173K Buy
13,533
+205
+2% +$2.61K 0.02% 675
2019
Q3 		$171K Buy
13,328
+207
+2% +$2.56K 0.02% 669
2019
Q2 		$155K Buy
13,121
+216
+2% +$2.51K 0.02% 657
2019
Q1 		$149K Buy
12,905
+220
+2% +$2.47K 0.02% 637
2018
Q4 		$132K Buy
12,685
+221
+2% +$2.42K 0.02% 609
2018
Q3 		$138K Buy
12,464
+217
+2% +$2.39K 0.02% 646
2018
Q2 		$132K Buy
12,247
+218
+2% +$2.36K 0.02% 623
2018
Q1 		$124K Buy
12,029
+223
+2% +$2.31K 0.02% 629
2017
Q4 		$128K Buy
11,806
+199
+2% +$2.24K 0.02% 620
2017
Q3 		$133K Buy
11,607
+199
+2% +$2.25K 0.02% 592
2017
Q2 		$126K Buy
11,408
+199
+2% +$2.19K 0.02% 549
2017
Q1 		$121K Buy
11,209
+203
+2% +$2.16K 0.02% 545
2016
Q4 		$113K Buy
11,006
+210
+2% +$2.13K 0.02% 515
2016
Q3 		$111K Buy
10,796
+195
+2% +$2.06K 0.02% 511
2016
Q2 		$113K Buy
10,601
+198
+2% +$2.03K 0.03% 498
2016
Q1 		$104K Buy
10,403
+211
+2% +$2.01K 0.02% 470
2015
Q4 		$91K Buy
+10,192
New +$96K 0.02% 448

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DNP Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its DNP Select Income Fund (DNP) position steady in Q3 2025 at 17,246 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #904.

Laird Norton Wetherby Wealth Management first reported a position in DNP in Q4 2015 and has held it in 39 quarters since. The position peaked at $188K in Q4 2022. 330 funds tracked by Wall St. Rank hold DNP as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 17,246 shares of DNP Select Income Fund worth $173K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its DNP Select Income Fund share count unchanged in Q3 2025.
  • DNP Select Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #904 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in DNP Select Income Fund in Q4 2015 and has held it in 39 quarters since.
  • Laird Norton Wetherby Wealth Management's DNP Select Income Fund position peaked at $188K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.