ZIM
RWT

Zacks Investment Management’s Redwood Trust RWT Stock Holding History

Zacks Investment Management’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 		$2.37M Buy
500,780
+28,152
+6% +$153K 0.02% 347
2026
Q1 		$2.65M Buy
472,628
+455,232
+2,617% +$2.64M 0.02% 315
2025
Q4 		$96.2K Sell
17,396
-5,940
-25% -$32.6K ﹤0.01% 704
2025
Q3 		$135K Buy
23,336
+8,976
+63% +$53.7K ﹤0.01% 708
2025
Q2 		$84.9K Buy
+14,360
New +$81.6K ﹤0.01% 669
2025
Q1 		– Sell
-11,310
Closed -$73.9K – 741
2024
Q4 		$73.9K Buy
+11,310
New +$81.4K ﹤0.01% 653
2023
Q4 		– Sell
-11,738
Closed -$83.7K – 671
2023
Q3 		$83.7K Buy
+11,738
New +$86.4K ﹤0.01% 589
2015
Q2 		– Sell
-77,388
Closed -$1.38M – 713
2015
Q1 		$1.38M Buy
77,388
+5,792
+8% +$112K 0.04% 222
2014
Q4 		$1.41M Buy
+71,596
New +$1.34M 0.05% 211
2013
Q3 		– Sell
-18,701
Closed -$318K – 678
2013
Q2 		$318K Buy
+18,701
New +$386K 0.01% 436

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

Zacks Investment Management's RWT Position: Q2 2026 in Review

Zacks Investment Management increased its Redwood Trust (RWT) stake by 6% in Q2 2026, buying an estimated $153K and bringing the position to 500,780 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #347.

Zacks Investment Management first reported a position in RWT in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.65M in Q1 2026. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Zacks Investment Management held 500,780 shares of Redwood Trust worth $2.37M as of Q2 2026.
  • Zacks Investment Management bought 28,152 Redwood Trust shares in Q2 2026, an estimated $153K.
  • Redwood Trust made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #347 holding.
  • Zacks Investment Management first reported a position in Redwood Trust in Q2 2013 and has held it in 10 quarters since.
  • Zacks Investment Management's Redwood Trust position peaked at $2.65M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.