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.
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.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
