EverSource Wealth Advisors’s Redwood Trust RWT Stock Holding History

EverSource Wealth Advisors’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.74K	Buy	2,054 +927	+82%	+$5.04K	﹤0.01%	2931
2026 Q1	$6.32K	Buy	1,127 +460	+69%	+$2.67K	﹤0.01%	3158
2025 Q4	$3.69K	Sell	667 -448	-40%	-$2.46K	﹤0.01%	3242
2025 Q3	$6.46K	Buy	1,115 +29	+3%	+$173	﹤0.01%	3033
2025 Q2	$6.42K	Buy	1,086 +820	+308%	+$4.66K	﹤0.01%	3048
2025 Q1	$1.61K	Sell	266 -137	-34%	-$878	﹤0.01%	3020
2024 Q4	$2.63K	Buy	403 +257	+176%	+$1.85K	﹤0.01%	2611
2024 Q3	$1.13K	Hold	146	–	–	﹤0.01%	2702
2024 Q2	$1.06K	Hold	146	–	–	﹤0.01%	2727
2024 Q1	$807	Hold	146	–	–	﹤0.01%	2636
2023 Q4	$1.08K	Sell	146 -29	-17%	-$203	﹤0.01%	2378
2023 Q3	$1.25K	Hold	175	–	–	﹤0.01%	2140
2023 Q2	$1.11K	Buy	+175	New	+$1.09K	﹤0.01%	2184
2022 Q3	–	Sell	-192	Closed	-$1K	–	2108
2022 Q2	$1K	Sell	192 -58	-23%	-$533	﹤0.01%	1664
2022 Q1	$3K	Sell	250 -505	-67%	-$5.75K	﹤0.01%	1446
2021 Q4	$10K	Buy	+755	New	+$10.2K	﹤0.01%	972

Other funds holding RWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's RWT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Redwood Trust (RWT) stake by 82% in Q2 2026, buying an estimated $5.04K and bringing the position to 2,054 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

EverSource Wealth Advisors first reported a position in RWT in Q4 2021 and has held it in 16 quarters since. The position peaked at $10K in Q4 2021. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

EverSource Wealth Advisors held 2,054 shares of Redwood Trust worth $9.74K as of Q2 2026.
EverSource Wealth Advisors bought 927 Redwood Trust shares in Q2 2026, an estimated $5.04K.
Redwood Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2931 holding.
EverSource Wealth Advisors first reported a position in Redwood Trust in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's Redwood Trust position peaked at $10K in Q4 2021.
227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.