WA
DFP

Whipplewood Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Whipplewood Advisors’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 		$1.9M Sell
94,779
-66
-0.1% -$1.4K 0.99% 23
2025
Q4 		$1.97M Sell
94,845
-1,244
-1% -$26.5K 1.27% 20
2025
Q3 		$2.08M Buy
96,089
+2,104
+2% +$44.2K 1.37% 18
2025
Q2 		$1.93M Buy
93,985
+90,735
+2,792% +$1.81M 1.06% 20
2025
Q1 		$2.85M Sell
3,250
-137,228
-98% -$2.8M 1.68% 13
2024
Q4 		$2.8M Buy
+140,478
New +$2.89M 1.59% 11

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

Whipplewood Advisors's DFP Position: Q1 2026 in Review

Whipplewood Advisors reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.07% in Q1 2026, selling an estimated $1.4K and leaving 94,779 shares worth $1.9M. The position accounts for 0.99% of the portfolio, ranked #23.

Whipplewood Advisors first reported a position in DFP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.85M in Q1 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Whipplewood Advisors held 94,779 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.9M as of Q1 2026.
  • Whipplewood Advisors sold 66 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $1.4K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.99% of Whipplewood Advisors's portfolio in Q1 2026, its #23 holding.
  • Whipplewood Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2.85M in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.