Whipplewood Advisors, LLC

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

CIK 2052510 LITTLETON, CO

Position in DFP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,928,448

+$26,234 QoQ

Shares Held

93,297

-1.6% QoQ

Ownership

0.454%

of shares outstanding

% of Portfolio

3.74%

of 13F equity value

Holder Rank

#14

of 85 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $37,105,736 across 49 Asset Management names. DFP ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEA	Western Asset Premier Bond Fund	357,034	$3,802,412
2	ARCC	Ares Capital Corp	177,662	$3,292,076
3	BXSL	Blackstone Secured Lending Fund	121,437	$2,879,271
4	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc This page	93,297	$1,928,448
5	GBDC	GOLUB CAPITAL BDC, Inc.	112,027	$1,442,907
6	NIM	Nuveen Select Maturities Municipal Fund	151,035	$1,422,749
7	HTGC	Hercules Capital, Inc.	83,463	$1,316,211
8	HYT	Blackrock Corporate High Yield Fund, Inc.	131,117	$1,122,361

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,928,448	93,297	-1.6%	Shares	Sole	2026-07-27
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.