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WISE Trust Annual Reports

Reports

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2023 Highlights for Members Report

Our 2023 edition provides an outlook on a progressive year dedicated to collaboration, growth and continued delivery of our defined benefit pension promise to members. This report provides a year in review and explores our investment performance, membership highlights and much more.

2022 Highlights for Members Report

Our 2022 Annual Highlights for Members marks WISE Trust’s third annual report. 2022 was a year of steady progress as we continued to establish a strong operation foundation for WISE Trust. Check our the full report for information on the Plan's 2022 funded status, investment performance, contribution and membership metrics, letters from our Board's Co-Chairs and CEO, and more!

2021 Highlights for Members Report

Our annual “Highlights for Members” report provides our current, retired and deferred members with an overview of the plan’s yearly performance. The report explores key performance indicators including our funded status, investment performance and membership highlights. Learn more about how we are fulfilling our defined benefit pension promise to our members in 2021 and into the future!

2020 Highlights for Members

The WISE Trust Highlights for Members explores our funded status, membership highlights, and investment information. The 2020 Highlights for Members was released July 2021.