RIL
RWT

Rothschild Investment LLC’s Redwood Trust RWT Stock Holding History

Rothschild Investment LLC’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 Sell
2
-148
-99% -$804 ﹤0.01% 3622
2026
Q1 		$842 Buy
150
+85
+131% +$493 ﹤0.01% 2941
2025
Q4 		$359 Sell
65
-212
-77% -$1.17K ﹤0.01% 3013
2025
Q3 		$1.6K Sell
277
-75
-21% -$448 ﹤0.01% 2367
2025
Q2 		$2.08K Buy
352
+150
+74% +$852 ﹤0.01% 2050
2025
Q1 		$1.23K Buy
202
+25
+14% +$160 ﹤0.01% 2218
2024
Q4 		$1.16K Buy
177
+25
+16% +$180 ﹤0.01% 2126
2024
Q3 		$1.18K Buy
152
+110
+262% +$802 ﹤0.01% 2053
2024
Q2 		$273 Buy
42
+20
+91% +$124 ﹤0.01% 2342
2024
Q1 		$140 Buy
22
+20
+1,000% +$131 ﹤0.01% 1962
2023
Q4 		$15 Buy
+2
New +$14 ﹤0.01% 1334

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rothschild Investment LLC's RWT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Redwood Trust (RWT) stake by 99% in Q2 2026, selling an estimated $804 and leaving 2 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #3622.

Rothschild Investment LLC first reported a position in RWT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08K in Q2 2025. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Rothschild Investment LLC held 2 shares of Redwood Trust worth $9 as of Q2 2026.
  • Rothschild Investment LLC sold 148 Redwood Trust shares in Q2 2026, an estimated $804.
  • Redwood Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3622 holding.
  • Rothschild Investment LLC first reported a position in Redwood Trust in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Redwood Trust position peaked at $2.08K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.