STOCK TITAN

Wellington-affiliates report 8.84% stake in Redwood Trust (NYSE: RWT)

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

Rhea-AI Filing Summary

Redwood Trust, Inc. reported beneficial ownership disclosures from Wellington-affiliated entities showing a combined 8.84% stake in Common Stock. The filing lists shared voting and dispositive power of 10,634,498 and 11,046,498 shares across Wellington firms and identifies the reporting entities and their relationships.

The Schedule 13G/A amendment is signed by Matthew Revell as Compliance Manager for the four Wellington reporting entities and describes ownership held of record by clients of Wellington investment advisers.

Positive

  • None.

Negative

  • None.

Insights

Wellington-affiliated entities report an 8.84% aggregate holding in Redwood Trust.

The filing lists 11,046,498 shares as shared dispositive power across multiple Wellington entities. It clarifies the chain of ownership among parent and adviser entities and that shares are held of record by clients.

Impact depends on client decisions; subsequent filings could show changes. Timing and cash-flow treatment are not specified in the excerpt.

This is an amended Schedule 13G clarifying classification and subsidiary relationships for reporting entities.

The amendment identifies Wellington Management Group LLP and related subsidiaries, notes adviser-client record ownership, and repeats established Item 3/7 disclosures. It preserves standard disclosure that no single client is known to own >5% separately.

Because this is an ownership disclosure, it is procedural; material trading activity is not shown here.

Percent of class 8.84 % Schedule 13G/A amendment
Shared dispositive power 11,046,498 shares reported across Wellington entities
Shared voting power (example) 10,634,498 shares listed for several Wellington entities
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 dispositive power regulatory
"Shared Dispositive Power 11,046,498.00"
parent holding company regulatory
"Wellington Management Group LLP, as parent holding company of certain holding companies"

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

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FAQ

What stake does Wellington report in Redwood Trust (RWT)?

Wellington-affiliated entities report a combined 8.84% beneficial ownership stake in Redwood Trust. The filing lists 11,046,498 shares as shared dispositive power across the Wellington reporting entities.

Which Wellington entities filed the Schedule 13G/A for RWT?

The filing was made by Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. Addresses and citizenship are provided on the cover pages.

Do the reported shares belong directly to Wellington or to its clients?

The shares are owned of record by clients of the Wellington investment advisers. The filing states clients have the right to dividends or sale proceeds and are the record owners of the securities.

Does any single client hold more than 5% of RWT according to this filing?

The filing states no client is known to have the right or power over more than 5% of the class. The Schedule explicitly lists that exception as Not Applicable.





758075402

(CUSIP Number)
03/31/2026

(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:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026