Waverly Advisors’s DNP Select Income Fund DNP Stock Holding History

Waverly Advisors’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 Q2	$276K	Buy
2025 Q1	$278K	Buy
2024 Q4	$173K	Buy
2014 Q1	–	Sell
2013 Q4	$36K	Hold
2013 Q3	$36K	Buy