My bet is on either Mance or Melisandre. The diversion at the end with the Giant is surely a set-up by Mel as Jon spotted her in the area, just before he got his just rewards for acting like an idiot.
What interests me though is how Stannis and his host are lost but Theon has obviously escaped with Jeyne Poole, presumably with Asha. Would they go in the direction of the Wall or the Iron Islands or somewhere else? And let us not forget that Manderly intended on swearing for Stannis and betraying the Boltons. Did he do that and join the losing side in their demise or did he not do it, thus causing their demise?
I think it was sent by Theon. It makes sense to me.
And I'm sticking with Mance (probable) and Mel (just about possible; though would she know about Reek?), because the letter demands something only they really want, Mance's child.
I don't see and can't imagine what Stannis would have to gain by bringing Jon to WF by deception, but I can imagine Stannis speaking those exact words. Then there's the pink sealing wax. This leads me to believe that Stannis might be a prisoner and was forced to write the letter.
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