Whipplewood Advisors, LLC

Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

CIK 2052510 LITTLETON, CO

Position in DFP

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,902,214

-$69,613 QoQ

Shares Held

94,779

-0.1% QoQ

Ownership

0.461%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Whipplewood Advisors, LLC holds $34,712,519 across 55 Asset Management names. DFP ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEA	Western Asset Premier Bond Fund	369,988	$3,914,473
2	ARCC	Ares Capital Corp	128,608	$2,317,516
3	BXSL	Blackstone Secured Lending Fund	82,867	$1,963,119
4	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc This page	94,779	$1,902,214
5	MSD	Morgan Stanley Emerging Markets Debt Fund Inc	214,786	$1,507,797
6	NIM	Nuveen Select Maturities Municipal Fund	153,276	$1,448,458
7	HYT	Blackrock Corporate High Yield Fund, Inc.	144,130	$1,227,987
8	GBDC	GOLUB CAPITAL BDC, Inc.	84,040	$1,063,946

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,902,214	94,779	-0.1%	Shares	Sole	2026-04-30
2025-12-31	$1,971,827	94,845	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$2,079,365	96,089	+2.2%	Shares	Sole	2025-11-06
2025-06-30	$1,929,512	93,985	+2791.8%	Shares	Sole	2025-07-31
2025-03-31	$65,780	3,250	-97.7%	Shares	Sole	2025-04-10
2024-12-31	$2,801,131	140,478	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.