Quarterly Investor Letter: Q4 2025
Wespath’s latest Quarterly Investor Letter shares how our disciplined approach sought to navigate 2025’s market surprises and position nonprofit investors for long-term success. Explore key insights on AI, economic growth and diversification in a year of opportunity and uncertainty.
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
Markets at a Glance Video: Q4 2025
Wespath Managing Director of Investment Management Frank Holsteen discusses how international stocks outperformed U.S. stocks for the quarter and the year.
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