Lattice Strategies Trust 8-K

What Happened
On June 3, 2026, Lattice Strategies Trust filed an 8-K disclosing that The Hartford Insurance Group, Inc. and Wellington Management Company LLP announced a definitive agreement under which Wellington’s parent (Wellington Investment Advisors Holdings, LLP) will acquire Hartford Funds Management Group, Inc. (HFMG) and certain affiliates, including Hartford Funds Management Company, LLC (HFMC). The transaction has been approved by both parties and is expected to close in the first quarter of 2027. After closing, HFMG will be integrated into Wellington’s U.S. Wealth business; the combined organization will be wholly owned by Wellington and operate under the Wellington name.

Key Details

• Filing date: June 3, 2026 (Form 8-K, Item 8.01 Other Events).
• Buyer: Wellington Investment Advisors Holdings, LLP (parent of Wellington Management Company LLP).
• Seller: The Hartford Insurance Group, Inc.; assets include Hartford Funds Management Group, Inc. and affiliates (including HFMC).
• Timing & scale: Transaction expected to close Q1 2027; Wellington’s U.S. Wealth business is part of a firm with over $1 trillion in assets under management.
• Adviser continuity: HFMC or an affiliate is expected to continue serving as the investment adviser/manager to the Trust’s funds only after approval by each Fund’s Board of Trustees and shareholders.

Why It Matters
For investors in Lattice Strategies Trust funds, the filing signals a change in ownership for the adviser/manager of certain funds that could affect distribution, resources, and operations over time. Importantly, the filing states HFMC or an affiliate would continue as adviser/manager only with board and shareholder approvals, so any formal change in day-to-day management of the funds depends on those approvals and the closing of the transaction. The 8-K also includes standard forward-looking-statement disclaimers noting outcomes and timing are subject to risks and may change.