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Wellington Group (RWT) discloses 14.1M-share beneficial stake in Redwood Trust

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliated entities report significant institutional ownership of Redwood Trust, Inc. common stock on a Schedule 13G/A (Amendment No. 7). They report beneficial ownership of 14,138,285 shares, representing 11.29% of the outstanding common stock.

The group reports no sole voting or dispositive power, with 13,710,290 shares subject to shared voting power and 14,138,285 shares subject to shared dispositive power. The shares are owned of record by clients of various Wellington investment advisers, and no single client is reported to hold more than five percent of the class.

Positive

  • None.

Negative

  • None.
Beneficial ownership 14,138,285 shares Redwood Trust common stock reported as beneficially owned by Wellington entities
Percent of class 11.29% Portion of Redwood Trust common stock beneficially owned by Wellington entities
Shared voting power 13,710,290 shares Shares of Redwood Trust over which Wellington reports shared voting power
Shared dispositive power 14,138,285 shares Shares of Redwood Trust over which Wellington reports shared dispositive power
Amendment number Amendment No. 7 Amended Schedule 13G filing regarding Redwood Trust common stock
Event date 07/31/2026 Date associated with the reported ownership information
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
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 regulatory
"Shared Voting Power 13,710,290.00"
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 regulatory
"Shared Dispositive Power 14,138,285.00"
parent holding company regulatory
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"

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

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FAQ

What percentage of Redwood Trust (RWT) does Wellington report owning in this Schedule 13G/A?

Wellington and its affiliates report beneficial ownership of 11.29% of Redwood Trust’s common stock, representing 14,138,285 shares. This reflects holdings across advisory clients of multiple Wellington investment adviser entities.

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

Wellington reports shared voting power over 13,710,290 shares of Redwood Trust common stock and no sole voting power. Voting authority is exercised on a shared basis for these client-held shares.

What is Wellington’s dispositive power over Redwood Trust (RWT) shares?

Wellington reports shared dispositive power over 14,138,285 shares of Redwood Trust common stock and no sole dispositive power. These shares are held in client accounts managed by Wellington investment advisers.

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

The shares are owned of record by clients of one or more Wellington investment advisers. Wellington entities report beneficial ownership, while clients have the right to receive dividends and sale proceeds from the securities.

Does any single Wellington client hold more than 5% of Redwood Trust (RWT)?

No. Wellington states that no single client is known to have the right to receive dividends or sale proceeds with respect to more than five percent of Redwood Trust’s common stock.

Which Wellington entities are included in the Redwood Trust (RWT) Schedule 13G/A filing?

The filing covers Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, along with other affiliated investment advisers listed in the ownership structure.





758075402

(CUSIP Number)
07/31/2026

(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:08/07/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/07/2026