Quarterly Investor Letter: Q2 2025
In a quarter marked by geopolitical shocks, tariff turmoil and fiscal uncertainty, markets defied expectations with resilient performance. In our latest Quarterly Investor Letter, CIO Johara Farhadieh and the investment team reflect on Q2’s paradox of headline-driven anxiety vs. strong portfolio outcomes. We also share details on an upcoming fund launch and preview the second half of 2025!
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
Markets at a Glance Video: Q2 2025
Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 2025 market performance, highlighting how the S&P 500 and the Nasdaq Composite indexes both reached new all-time closing highs despite significant volatility.
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