Hartford Funds Exchange-Traded Trust Announces Sale to Wellington

What Happened
On June 3, 2026, The Hartford Insurance Group and Wellington Management Company LLP announced a definitive agreement under which Wellington Investment Advisors Holdings, LLP (WIAH), Wellington’s parent, will acquire Hartford Funds Management Group, Inc. (HFMG) and certain affiliates, including Hartford Funds Management Company, LLC (HFMC). HFMG will be integrated into Wellington’s U.S. Wealth business — part of a firm with over $1 trillion in assets under management. The transaction has been approved by both The Hartford and Wellington and is expected to close in the first quarter of 2027. After closing, HFMC or an affiliate is expected to continue serving as investment adviser/manager to the listed Funds, subject to each Fund’s Board and shareholders approving that arrangement.

Key Details

• Announcement date: June 3, 2026.
• Buyer: Wellington Investment Advisors Holdings, LLP (Wellington’s corporate parent); Seller: The Hartford Insurance Group.
• Target: Hartford Funds Management Group, Inc. and certain affiliates, including Hartford Funds Management Company, LLC.
• Expected close: First quarter of 2027; transaction approved by both parties.
• AUM context: 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 will continue as adviser/manager only if each Fund’s Board of Trustees and shareholders approve.
• Purchase price: Not disclosed in the 8-K.

Why It Matters
This is a change of ownership for the manager of Hartford Funds product lines that could affect distribution, support, and long-term strategy for the Funds. The filing stresses continuity — HFMC or an affiliate is expected to remain the adviser/manager — but that is contingent on board and shareholder approvals, so investors should watch for proxy votes or fund notices. The transaction is subject to closing and other conditions and the filing contains forward-looking statements; there is no immediate change to fund advisory arrangements until formal approvals and the transaction close.