Wellington Group (RWT) discloses 14.1M-share beneficial stake in Redwood Trust
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.
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Key Figures
Beneficial ownership: 14,138,285 shares
Percent of class: 11.29%
Shared voting power: 13,710,290 shares
+3 more
6 metrics
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
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
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.
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.
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.
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.