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Redwood Trust, Inc. (RWT) has a significant shareholder position reported by Bay Pond Investors (Bermuda) L.P. on a Schedule 13G. Bay Pond reports beneficial ownership of 6,379,415 shares of Redwood Trust common stock, representing 5.08% of the outstanding class.
Bay Pond reports no sole voting or dispositive power over these shares and instead holds shared voting and shared dispositive power over all 6,379,415 shares. The filing is signed by Ihsan Speede as Authorized Person for Wellington Alternative Investments LLC, the general partner of Bay Pond Investors (Bermuda) L.P.
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.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of common stock of Redwood Trust, Inc. BlackRock reports beneficially owning 11,143,861 shares, representing 8.9% of Redwood Trust’s outstanding common stock.
BlackRock states it has sole voting power over 10,921,654 shares and sole dispositive power over 11,143,861 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Redwood Trust’s outstanding common shares.
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.
Redwood Trust, Inc. reported a consolidated net loss for Q2 2026 that was lower than in Q2 2025. For the quarter, net loss was 1,100 (in thousands), or 2,858 (in thousands) attributable to common stockholders. Total interest income reached 385,224 (in thousands), producing net interest income of 32,071 (in thousands), while non-interest income was positive 23,939 (in thousands) from mortgage banking, servicing, and HEI activities.
Total assets rose to 28,818,131 (in thousands) at June 30, 2026, led by residential consumer loans of 23,638,696 (in thousands) funded largely through 22,515,907 (in thousands) of asset-backed securities. Equity was 933,839 (in thousands) as cumulative distributions exceeded cumulative earnings. Sequoia and Aspire mortgage banking segments generated solid positive contribution, offset by losses in Legacy Investments and Corporate/Other. Operating cash flow was an outflow of 8,254,974 (in thousands), driven by heavy loan origination and purchase activity, largely offset by securitization and other financing inflows.
Redwood Trust, Inc. reported second-quarter 2026 results with a GAAP net loss of $2.9 million, or $(0.03) per basic and diluted common share. Non-GAAP Earnings Available for Distribution were $20.3 million, or $0.15 per share, and Core Segments EAD were $34.0 million, or $0.25 per share. GAAP book value per common share was $6.90 at June 30, 2026, down from $7.12 at March 31, 2026, and the company declared a $0.18 quarterly common dividend, producing an economic return on book value of (0.6)%.
Mortgage banking production exceeded $8 billion for the second consecutive quarter, generating $40.1 million of GAAP net income and a 33% annualized return on capital across Sequoia, Aspire and CoreVest. Sequoia locked $5.6 billion of loans, Aspire locked a record $2.1 billion, and CoreVest funded $410 million, while more than 20 securitizations were completed year-to-date.
Management highlights AI-enabled automation delivering approximately 23,600 annualized hours of time savings, over 50% above the first-quarter baseline, alongside stable gain-on-sale margins and lower cost per loan in key platforms. Unrestricted cash and cash equivalents were $192 million and recourse debt $4.5 billion at June 30, 2026, with recourse leverage of 5.0x. Legacy Investments produced a GAAP net loss of $(23.3) million, and capital allocated to this segment is described as falling toward less than 10% of total capital as positions are wound down.
Redwood Trust, Inc. reported that its mortgage banking businesses continued to grow in the second quarter of 2026, with aggregate volumes over $8 billion. Aspire, its non-QM platform, delivered record lock volume of $2.1 billion, up 32% from the first quarter.
The company currently estimates a modest 1% to 3% decline in GAAP book value at June 30, 2026 from the prior quarter, with economic return on book value for the quarter estimated between (1.0)% and 1.0%, including the $0.18 per share dividend. Redwood also highlighted strong liquidity, citing a corporate unsecured senior notes offering completed in May and $3.5 billion of excess available asset funding capacity at June 30, 2026. It expects to report full second quarter results on July 28, 2026 and outlined plans to launch an Aspire joint venture with an institutional capital partner in the third quarter.
Redwood Trust, Inc. director Damon K. Doneene exercised deferred compensation awards by converting 4,975 Deferred Stock Units into the same number of shares of common stock on June 30, 2026. These units arose from director compensation and related dividend equivalent rights under the company’s Executive Deferred Compensation Plan.
Following this conversion, Doneene directly holds 7,455 shares of common stock, and no Deferred Stock Units remain outstanding in this filing. The transaction reflects a scheduled distribution after a mandatory holding period rather than an open-market purchase or sale.
Redwood Trust Inc. director Debora D. Horvath received a grant of 11,739.17 Deferred Stock Units as part of her director compensation. These units were acquired at a stated price of $0.00 per unit and are fully vested at grant. Each Deferred Stock Unit represents the right to receive an equivalent number of shares of Redwood Trust common stock in the future, in line with Horvath’s deferral election and the company’s Amended and Restated Executive Deferred Compensation Plan. Following this award, her reported holdings in these Deferred Stock Units total 11,739.17 units, reflecting compensation rather than an open-market purchase or sale.
KUBICEK GREG H reported acquisition or exercise transactions in this Form 4 filing.
Redwood Trust director Greg H. Kubicek received a grant of 22,072.23 Deferred Stock Units tied to company common stock. The award was made as part of his director compensation deferral election under Redwood Trust Inc.’s Amended and Restated Executive Deferred Compensation Plan.
The Deferred Stock Units are fully vested at grant and have no expiration date, meaning Kubicek’s right to receive the underlying common shares under the plan is immediately earned and does not lapse over time.