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SC 13G ·Filed Sep 16, 2026

RWT

REDWOOD TRUST INC
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0000936872-26-000019
Passive investor 5%+ stake
Actionable Insight • Neutral

Monitor for any future conversion to a 13D or increase above 10%, which would signal a shift from passive to activist intent. For now, this is a routine passive disclosure with no immediate catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
RWT ▼ -24.16% at T+20d
NEUTRAL call -24.16% · α vs SPY -26.23% · entry $3.89 → $2.95
Next anchor: T+60d in 6w
Latest observation: T+27 -2.09% FF3 residual α
Entry = T+0 close
Sep 16, 2026
via day close
T+1d
+1.29%
call +1.29% · α +0.15%
$3.94
settled 6w ago
T+5d
-4.37%
call -4.37% · α -6.20%
$3.72
settled 5w ago
T+20d
-24.16%
call -24.16% · α -26.23%
$2.95
settled 13d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Bay Pond Partners, L.P., a Wellington Management affiliate, filed a Schedule 13G disclosing a 5.69% passive stake in Redwood Trust Inc. as of September 10, 2026. This follows a series of prior 13G filings by Wellington-related entities over the past several months, indicating continued accumulation. The filing confirms no intent to influence control, making it a routine passive disclosure.

Key Financial Metrics

Stake
5.69%
Investor
Bay Pond Partners, L.P.

Key Facts

  • Bay Pond Partners, L.P. holds 7,151,539 shares of Redwood Trust Inc. common stock.
  • The stake represents 5.69% of shares outstanding.
  • The filing is a new Schedule 13G (not an amendment) filed under Rule 13d-1(c), confirming passive intent.
  • The filer certifies the securities were not acquired to change or influence control.
  • Prior filings by Wellington-related entities (Bay Pond Investors, Wellington Management Group) show a pattern of passive stake reporting over the last 4 months.

Financial Impact

Passive stake of 5.69% — no direct financial impact from the filing itself.

Risk Factors

  • No material risks identified from this passive filing.

Investment Themes

Real Estate

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G Filing (Primary)0000936872-26-000019
Document: 0000936872-26-000019-index.html0000936872-26-000019
Document: 0000936872-26-000019.txt0000936872-26-000019
12 reports for RWT
Performance horizon
50% Hit rate @ T+1 3 of 6 directional calls Went positive at some point 3 of 6 best @ T+20▲ +8.26%Sep 10, 2026
Filters
Rows
Reports for RWT — sortable, filterable
TypeNow
Oct 13, 2026
13d ago
8-K
NEUTRAL ★ 4/10
$2.95 $3.11▲ +5.42%▲ +5.14%$3.22 (+9.15%)
Oct 6, 2026
21d ago
SC 13G/A
BULLISH ★ 4/10
$3.44 $3.34▼ −2.91%▼ −2.67%$3.22 (−6.40%)
Sep 25, 2026
4w ago
SC 13D
BULLISH ★ 6/10
$3.72 $3.69▼ −0.81%▼ −0.06%$3.22 (−13.44%)
Sep 21, 2026
5w ago
Insider Cluster
BULLISH ★ 6/10
$4.11 $3.72▼ −9.49%▼ −8.77%$3.22 (−21.65%)
Sep 18, 2026
5w ago
Insider Cluster
BULLISH ★ 5/10
$4.04 $4.11▲ +1.73%▲ +1.75%$3.22 (−20.30%)
Sep 16, 2026
5w ago
Insider Cluster
BULLISH ★ 6/10
$3.89 $3.94▲ +1.29%▲ +0.15%$3.22 (−17.22%)
Sep 16, 2026
5w ago
SC 13G
NEUTRAL ★ 3/10
$3.89 $3.94▲ +1.29%▲ +0.15%$3.22 (−17.22%)
Sep 15, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$3.91 $3.93▲ +0.51%▲ +0.19%$3.22 (−17.65%)
Sep 10, 2026
6w ago
8-K
BEARISH ★ 6/10
$3.63 $3.55▲ +2.20%▲ +3.06%$3.22 (+11.29%)
Jul 28, 2026
13w ago
8-K
MIXED ★ 6/10
$4.67 $4.68▲ +0.21%▲ +1.75%$3.22 (−31.05%)
Showing 10 of 12

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Report published Sep 16, 2026