Wealthspire Advisors (New York)’s DNP Select Income Fund DNP Stock Holding History

Wealthspire Advisors (New York)’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	$117K	Buy	10,869 +93	+0.9%	+$992	﹤0.01%	1213
2026 Q1	$111K	Buy	+10,776	New	+$110K	﹤0.01%	891
2025 Q4	–	Sell	-5,403	Closed	-$54.1K	–	1507
2025 Q3	$54.1K	Buy	+5,403	New	+$53.2K	﹤0.01%	1218
2024 Q3	–	Sell	-21,120	Closed	-$174K	–	759
2024 Q2	$174K	Buy	21,120 +97	+0.5%	+$841	﹤0.01%	627
2024 Q1	$191K	Buy	21,023 +69	+0.3%	+$610	﹤0.01%	609
2023 Q4	$178K	Buy	20,954 +90	+0.4%	+$813	﹤0.01%	623
2023 Q3	$199K	Buy	+20,864	New	+$210K	﹤0.01%	566

Other funds holding DNP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s DNP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its DNP Select Income Fund (DNP) stake by 0.86% in Q2 2026, buying an estimated $992 and bringing the position to 10,869 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Wealthspire Advisors (New York) first reported a position in DNP in Q3 2023 and has held it in 7 quarters since. The position peaked at $199K in Q3 2023. 331 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

Wealthspire Advisors (New York) held 10,869 shares of DNP Select Income Fund worth $117K as of Q2 2026.
Wealthspire Advisors (New York) bought 93 DNP Select Income Fund shares in Q2 2026, an estimated $992.
DNP Select Income Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1213 holding.
Wealthspire Advisors (New York) first reported a position in DNP Select Income Fund in Q3 2023 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s DNP Select Income Fund position peaked at $199K in Q3 2023.
331 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.