WIM
DFP

Westside Investment Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Westside Investment Management’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.5K Hold
1,667
– – 0.01% 698
2025
Q4 		$34.7K Hold
1,667
– – 0.01% 665
2025
Q3 		$36.1K Hold
1,667
– – 0.01% 654
2025
Q2 		$34.2K Hold
1,667
– – 0.01% 526
2025
Q1 		$33.7K Hold
1,667
– – 0.01% 468
2024
Q4 		$33.2K Buy
+1,667
New +$34.3K 0.01% 476

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westside Investment Management's DFP Position: Q1 2026 in Review

Westside Investment Management held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q1 2026 at 1,667 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #698.

Westside Investment Management first reported a position in DFP in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.1K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Westside Investment Management held 1,667 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $33.5K as of Q1 2026.
  • Westside Investment Management left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #698 holding.
  • Westside Investment Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Westside Investment Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $36.1K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.