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Wellington Group reports 6.98% Redwood Trust (RWT) stake for advisory clients

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Redwood Trust, Inc. has a significant institutional holder, as Wellington Management Group LLP and related entities report beneficial ownership of Redwood Trust common stock on a passive basis. As of June 30, 2026, Wellington-managed clients collectively hold 8,735,371 shares, representing 6.98% of the outstanding common stock.

The Wellington entities report 0 shares with sole voting or dispositive power and instead list 8,307,376 shares with shared voting power and up to 8,735,371 shares with shared dispositive power. The shares are owned of record by multiple advisory clients of Wellington’s investment adviser affiliates, none of which individually is known to hold more than five percent of the class.

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Beneficially owned shares 8,735,371 shares Redwood Trust common stock beneficially owned by Wellington-related entities as of June 30, 2026
Percent of class 6.98 % Portion of Redwood Trust common stock class reported as beneficially owned
Shared voting power 8,307,376 shares Shares of Redwood Trust over which Wellington entities have shared voting power
Shared dispositive power 8,735,371 shares Shares of Redwood Trust over which Wellington entities have shared dispositive power
Sole voting power 0 shares Redwood Trust shares over which Wellington entities have sole voting power
Sole dispositive power 0 shares Redwood Trust shares over which Wellington entities have sole dispositive power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"5 | Sole Voting Power 0.00 6 | Shared Voting Power 8,307,376.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power 8,735,371.00"
parent holding company financial
"filed by Wellington Management Group LLP, as parent holding company of certain holding companies"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"
percent of class financial
"Item 4. | Ownership (b) | Percent of class: 6.98 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

What percentage of Redwood Trust (RWT) does Wellington Management report owning?

Wellington Management and related entities report beneficial ownership of 6.98% of Redwood Trust’s common stock. This corresponds to 8,735,371 shares held on behalf of advisory clients as of June 30, 2026, according to the Schedule 13G/A filing.

How many Redwood Trust (RWT) shares does Wellington have voting power over?

Wellington reports shared voting power over 8,307,376 Redwood Trust common shares and no sole voting power. Voting authority is shared among Wellington entities in their capacity as investment advisers to underlying clients that own the shares of record.

How many Redwood Trust (RWT) shares can Wellington dispose of on a shared basis?

Wellington entities report shared dispositive power over up to 8,735,371 Redwood Trust shares. They report 0 shares with sole dispositive power, reflecting that the securities are held in client accounts for which Wellington acts as investment adviser.

Who actually owns the Redwood Trust (RWT) shares reported by Wellington?

The 8,735,371 Redwood Trust shares are owned of record by clients of one or more Wellington investment advisers. Wellington Management Group LLP files on a parent holding company basis; no single client is known to hold more than 5% of the class.

Which Wellington entities are listed as reporting persons for Redwood Trust (RWT)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. These entities sit in a control chain over the investment advisers managing Redwood Trust shares.

As of what date does Wellington’s Redwood Trust (RWT) ownership information apply?

The ownership information in the Schedule 13G/A applies as of June 30, 2026. On that date, Wellington and related entities reported beneficial ownership of 8,735,371 Redwood Trust common shares, representing 6.98% of the outstanding class.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





758075402

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026