Quarterly Investor Letter: Q1 2026
The first quarter of 2026 brought heightened volatility as a war in Iran brought geopolitical risk to the forefront and quickly reshaped market dynamics. Our Q1 Quarterly Investor Letter examines how these forces influenced equities, fixed income and private markets, and how Wespath is navigating uncertainty through diversification, research and risk discipline.
Quarterly Investment Performance Report
The WII Quarterly Investment Report features quarterly performance and attribution information for the P Series funds.
Markets at a Glance: Q4 2025
Wespath Managing Director of Investment Management Frank Holsteen discusses how international stocks outperformed U.S. stocks for the quarter and the year.