Laird Norton Wetherby Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16,380	Closed	-$203K	–	941
2025 Q2	$203K	Buy	+16,380	New	+$198K	0.01%	871

Other funds holding DPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2025, closing a stake of 16,380 shares — an estimated $203K sold.

Laird Norton Wetherby Wealth Management first reported a position in DPG in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 76 funds tracked by Wall St. Rank hold DPG as of Q3 2025.

Laird Norton Wetherby Wealth Management reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q3 2025 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 16,380 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2025, an estimated $203K.
Laird Norton Wetherby Wealth Management first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q2 2025 and held it in 1 quarter.
Laird Norton Wetherby Wealth Management's Duff & Phelps Utility and Infrastructure Fund position peaked at $203K in Q2 2025.
76 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2025.

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