---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-069818"
form_type: "8-K"
ticker: null
cik: "0001605803"
company_name: "Lattice Strategies Trust"
filed_at: "2026-06-03T12:21:08+00:00"
generated_at: "2026-06-03T12:25:36.452724+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Wellington to acquire Hartford Funds Management; deal expected Q1 2027

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-069818
- form_type: 8-K
- cik: 0001605803
- company_name: Lattice Strategies Trust
- filed_at: 2026-06-03T12:21:08+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 8.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1605803/000110465926069818/0001104659-26-069818-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1605803/000110465926069818/tm2616093d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-069818
- JSON: https://secwatch.observer/filing/0001104659-26-069818.json
- Plain text: https://secwatch.observer/filing/0001104659-26-069818.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.