WAP
RWT

Wealthcare Advisory Partners’s Redwood Trust RWT Stock Holding History

Wealthcare Advisory Partners’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 		$52.5K Hold
11,076
– – ﹤0.01% 1072
2026
Q1 		$62.1K Sell
11,076
-624
-5% -$3.62K ﹤0.01% 1061
2025
Q4 		$64.7K Sell
11,700
-43
-0.4% -$236 ﹤0.01% 1055
2025
Q3 		$68K Sell
11,743
-3,000
-20% -$17.9K ﹤0.01% 1006
2025
Q2 		$87.1K Sell
14,743
-2
-0% -$11 ﹤0.01% 955
2025
Q1 		$89.5K Sell
14,745
-3,076
-17% -$19.7K ﹤0.01% 891
2024
Q4 		$116K Buy
17,821
+74
+0.4% +$532 ﹤0.01% 874
2024
Q3 		$137K Buy
17,747
+22
+0.1% +$160 ﹤0.01% 853
2024
Q2 		$115K Buy
17,725
+25
+0.1% +$155 ﹤0.01% 808
2024
Q1 		$113K Hold
17,700
– – ﹤0.01% 788
2023
Q4 		$131K Sell
17,700
-2,000
-10% -$14K 0.01% 734
2023
Q3 		$140K Sell
19,700
-2,900
-13% -$21.4K 0.01% 675
2023
Q2 		$144K Buy
+22,600
New +$141K 0.01% 696
2023
Q1 		– Sell
-22,700
Closed -$153K – 737
2022
Q4 		$153K Hold
22,700
– – 0.01% 673
2022
Q3 		$130K Sell
22,700
-425
-2% -$3.29K 0.01% 582
2022
Q2 		$178K Sell
23,125
-3,600
-13% -$33.1K 0.01% 539
2022
Q1 		$281K Sell
26,725
-8,900
-25% -$101K 0.02% 434
2021
Q4 		$470K Hold
35,625
– – 0.03% 326
2021
Q3 		$459K Buy
35,625
+200
+0.6% +$2.45K 0.03% 333
2021
Q2 		$428K Buy
35,425
+4,425
+14% +$49.4K 0.03% 348
2021
Q1 		$323K Buy
31,000
+12,500
+68% +$120K 0.02% 373
2020
Q4 		$162K Buy
+18,500
New +$159K 0.01% 407

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 $3.37T AUM 44.26% 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

Wealthcare Advisory Partners's RWT Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Redwood Trust (RWT) position steady in Q2 2026 at 11,076 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Wealthcare Advisory Partners first reported a position in RWT in Q4 2020 and has held it in 22 quarters since. The position peaked at $470K in Q4 2021. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Wealthcare Advisory Partners held 11,076 shares of Redwood Trust worth $52.5K as of Q2 2026.
  • Wealthcare Advisory Partners left its Redwood Trust share count unchanged in Q2 2026.
  • Redwood Trust made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1072 holding.
  • Wealthcare Advisory Partners first reported a position in Redwood Trust in Q4 2020 and has held it in 22 quarters since.
  • Wealthcare Advisory Partners's Redwood Trust position peaked at $470K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.