WPA
RWT

Wealth Preservation Advisors’s Redwood Trust RWT Stock Holding History

Wealth Preservation 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
2025
Q2 		– Sell
-3,150
Closed -$19.1K – 620
2025
Q1 		$19.1K Buy
+3,150
New +$20.2K 0.01% 260

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Preservation Advisors's RWT Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Redwood Trust (RWT) in Q2 2025, closing a stake of 3,150 shares — an estimated $19.1K sold.

Wealth Preservation Advisors first reported a position in RWT in Q1 2025 and held it in 1 quarter. The position peaked at $19.1K in Q1 2025. 206 funds tracked by Wall St. Rank hold RWT as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Redwood Trust position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3,150 Redwood Trust shares in Q2 2025, an estimated $19.1K.
  • Wealth Preservation Advisors first reported a position in Redwood Trust in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Redwood Trust position peaked at $19.1K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.