M&A
confidence high
sentiment neutral
materiality 0.65
Wellington to acquire Hartford Funds Management; deal expected Q1 2027
Lattice Strategies Trust
- WIAH, Wellington's parent, will acquire HFMG and affiliates from The Hartford.
- Transaction approved by both parties; closing target is first quarter 2027.
- HFMC or affiliate to remain adviser to each listed ETF pending Board and shareholder votes.
- Affected ETFs: HDUS, RODM, ROAM, ROSC, ROUS, HQGO, VMAX.
- Wellington has over $1T in AUM; combined entity will operate under Wellington name.