Reports
The WVIMB is committed to timely financial reporting by providing interim and annual reports of its operations and the performance of the assets it manages.
Reports Published Monthly
Interim Monthly Financial Statements
The monthly unaudited financial statements are prepared to ensure a timely reporting of the WVIMB’s investment pool operating results. Interim Monthly Financial Statements are presented for July through May only. The fiscal year-end financial statements are available as the Annual Report and Audited Financial Statements.
| Report Date | |
|---|---|
| February 29, 2024 | |
| January 31, 2024 | |
| December 31, 2023 | |
| November 30, 2023 | |
| October 31, 2023 | |
| September 30, 2023 | |
| August 31, 2023 | |
| July 31, 2023 | |
| May 31, 2023 | |
| April 30, 2023 | |
| March 31, 2023 | |
| February 28, 2023 | |
| January 31, 2023 | |
| December 31, 2022 | |
| November 30, 2022 | |
| October 31, 2022 | |
| September 30, 2022 | |
| August 31, 2022 | |
| July 31, 2022 | |
| May 31, 2022 | |
| April 30, 2022 | |
| March 31, 2022 | |
| February 28, 2022 | |
| January 31, 2022 | |
| December 31, 2021 | |
| November 30, 2021 | |
| October 31, 2021 | |
| September 30, 2021 | |
| August 31, 2021 | |
| July 31, 2021 | |
| May 31, 2021 | |
| April 30, 2021 | |
| March 31, 2021 | |
| February 28, 2021 | |
| January 31, 2021 | |
| December 31, 2020 | |
| November 30, 2020 | |
| October 31, 2020 | |
| September 30, 2020 | |
| August 31, 2020 | |
| July 31, 2020 | |
| May 31, 2020 | |
| April 30, 2020 | |
| March 31, 2020 | |
| February 29, 2020 | |
| January 31, 2020 | |
| December 31, 2019 | |
| November 30, 2019 | |
| October 19, 2019 | |
| September 30, 2019 | |
| August 31, 2019 | |
| July 31, 2019 | |
| May 31, 2019 | |
| April 30, 2019 | |
| March 31, 2019 | |
| February 28, 2019 | |
| January 31, 2019 | |
| December 31, 2018 | |
| November 30, 2018 | |
| October 31, 2018 | |
| September 30, 2018 | |
| August 31, 2018 | |
| July 31, 2018 | |
| May 31, 2018 | |
| April 30, 2018 | |
| March 31, 2018 | |
| February 28, 2018 | |
| January 31, 2018 | |
| December 31, 2017 | |
| November 30, 2017 | |
| October 31, 2017 | |
| September 30, 2017 | |
| August 31, 2017 | |
| July 31, 2017 | |
| May 31, 2017 | |
| April 30, 2017 | |
| March 31, 2017 | |
| February 28, 2017 | |
| January 31, 2017 | |
| December 31, 2016 | |
| November 30, 2016 | |
| October 31, 2016 | |
| September 30, 2016 | |
| August 31, 2016 | |
| July 31, 2016 | |
| May 31, 2016 | |
| April 30, 2016 | |
| March 31, 2016 | |
| February 29, 2016 | |
| January 31, 2016 | |
| December 31, 2015 | |
| November 30, 2015 | |
| October 31, 2015 | |
| September 30, 2015 | |
| August 31, 2015 | |
| July 31, 2015 | |
| May 31, 2015 | |
| April 30, 2015 | |
| March 31, 2015 | |
| February 28, 2015 | |
| January 31, 2015 | |
| December 31, 2014 | |
| November 30, 2014 | |
| October 31, 2014 | |
| September 30, 2014 | |
| August 31, 2014 | |
| July 31, 2014 | |
| May 31, 2014 | |
| April 30, 2014 | |
| March 31, 2014 | |
| February 28, 2014 | |
| January 31, 2014 | |
| December 31, 2013 | |
| November 30, 2013 | |
| October 31, 2013 | |
| September 30, 2013 | |
| August 31, 2013 | |
| July 31, 2013 | |
| May 31, 2013 | |
| April 30, 2013 | |
| March 31, 2013 | |
| February 28, 2013 | |
| January 31, 2013 | |
| December 31, 2012 | |
| November 30, 2012 | |
| October 31, 2012 | |
| September 30, 2012 | |
| August 31, 2012 | |
| July 31, 2012 | |
| May 31, 2012 | |
| April 30, 2012 | |
| March 31, 2012 | |
| February 29, 2012 | |
| January 31, 2012 | |
| December 31, 2011 | |
| November 30, 2011 | |
| October 31, 2011 | |
| September 30, 2011 | |
| August 31, 2011 | |
| July 31, 2011 | |
| May 31, 2011 | |
| April 30, 2011 | |
| March 31, 2011 | |
| February 28, 2011 | |
| January 31, 2011 | |
| December 31, 2010 | |
| November 30, 2010 | |
| October 31, 2010 | |
| September 30, 2010 | |
| August 31, 2010 | |
| July 31, 2010 | |
| May 31, 2010 | |
| April 30, 2010 | |
| March 31, 2010 | |
| February 28, 2010 | |
| January 31, 2010 | |
| December 31, 2009 | |
| November 30, 2009 | |
| October 31, 2009 | |
| September 30, 2009 | |
| August 31, 2009 | |
| July 31, 2009 | |
| May 31, 2009 | |
| April 30, 2009 | |
| March 31, 2009 | |
| February 28, 2009 | |
| January 31, 2009 | |
| December 31, 2008 | |
| November 30, 2008 | |
| October 31, 2008 | |
| September 30, 2008 | |
| August 31, 2008 | |
| July 31, 2008 | |
| May 31, 2008 | |
| April 30, 2008 | |
| March 31, 2008 | |
| February 29, 2008 | |
| January 31, 2008 | |
| December 31, 2007 | |
| November 30, 2007 | |
| October 31, 2007 | |
| September 30, 2007 | |
| August 31, 2007 | |
| July 31, 2007 | |
| May 31, 2007 | |
| April 30, 2007 | |
| March 31, 2007 | |
| February 28, 2007 | |
| January 31, 2007 | |
| December 31, 2006 | |
| November 30, 2006 | |
| October 31, 2006 | |
| September 30, 2006 | |
| August 31, 2006 | |
| July 31, 2006 | |
| May 31, 2006 | |
| April 30, 2006 | |
| March 31, 2006 | |
| February 28, 2006 | |
| January 31, 2006 | |
| December 31, 2005 | |
| November 30, 2005 | |
| October 31, 2005 | |
| September 30, 2005 | |
| August 31, 2005 | |
| July 31, 2005 | |
| May 31, 2005 | |
| April 30, 2005 | |
| March 31, 2005 | |
| February 28, 2005 | |
| January 31, 2005 | |
| December 31, 2004 | |
| November 30, 2004 | |
| October 31, 2004 | |
| September 30, 2004 | |
| August 31, 2004 | |
| July 31, 2004 | |
| May 31, 2004 | |
| April 30, 2004 | |
| March 31, 2004 | |
| February 29, 2004 | |
| January 31, 2004 | |
| December 31, 2003 | |
| November 30, 2003 | |
| October 31, 2003 | |
| September 30, 2003 | |
| August 31, 2003 | |
| July 31, 2003 | |
| May 31, 2003 | |
| April 30, 2003 | |
| March 31, 2003 | |
| February 28, 2003 | |
| January 31, 2003 | |
| December 31, 2002 | |
| November 30, 2002 | |
| October 31, 2002 | |
| September 30, 2002 | |
| August 31, 2002 | |
| July 31, 2002 | |
| May 31, 2002 | |
| April 30, 2002 | |
| March 31, 2002 | |
| February 28, 2002 | |
| January 31, 2002 | |
| December 31, 2001 | |
| November 30, 2001 | |
| October 31, 2001 | |
| September 30, 2001 | |
| August 31, 2001 | |
| July 31, 2001 | |
| May 31, 2001 | |
| April 30, 2001 | |
| March 31, 2001 | |
| February 28, 2001 | |
| January 31, 2001 | |
| December 31, 2000 | |
| November 30, 2000 | |
| October 31, 2000 | |
| September 30, 2000 | |
| August 31, 2000 | |
| July 31, 2000 | |
| May 31, 2000 | |
| April 30, 2000 | |
| March 31, 2000 | |
| February 29, 2000 | |
| January 31, 2000 | |
| December 31, 1999 | |
| November 30, 1999 | |
| October 31, 1999 | |
| September 30, 1999 | |
| August 31, 1999 | |
| July 31, 1999 | |
| May 31, 1999 | |
| April 30, 1999 | |
| March 31, 1999 | |
| February 28, 1999 | |
| January 31, 1999 |
Participant Plan Performance Reports
The Participant Plan Performance Report is provided on a monthly basis, highlighting each participant plan’s performance relative to its asset allocation. The report includes summary data on the performance of each asset class.
| Report Date | |
|---|---|
| March 31, 2024 | |
| February 29, 2024 | |
| January 31, 2024 | |
| December 31, 2023 | |
| November 30, 2023 | |
| October 31, 2023 | |
| September 30, 2023 | |
| August 31, 2023 | |
| July 31, 2023 | |
| June 30, 2023 | |
| May 31, 2023 | |
| April 30, 2023 | |
| March 31, 2023 | |
| February 28, 2023 | |
| January 31, 2023 | |
| December 31, 2022 | |
| November 30, 2022 | |
| October 31, 2022 | |
| September 30, 2022 | |
| August 31, 2022 | |
| July 31, 2022 | |
| June 30, 2022 | |
| May 31, 2022 | |
| April 30, 2022 | |
| March 31, 2022 | |
| February 28, 2022 | |
| January 31, 2022 | |
| December 31, 2021 | |
| November 30, 2021 | |
| October 31, 2021 | |
| September 30, 2021 | |
| August 31, 2021 | |
| July 31, 2021 | |
| June 30, 2021 | |
| May 31, 2021 | |
| April 30, 2021 | |
| March 31, 2021 | |
| February 28, 2021 | |
| January 31, 2021 | |
| December 31, 2020 | |
| November 30, 2020 | |
| October 31, 2020 | |
| September 30, 2020 | |
| July 31, 2020 | |
| June 30, 2020 | |
| May 31, 2020 | |
| April 30, 2020 | |
| March 31, 2020 | |
| February 28, 2020 | |
| January 31, 2020 | |
| December 31, 2019 | |
| November 30, 2019 | |
| October 31, 2019 | |
| September 30, 2019 | |
| August 31, 2019 | |
| July 31, 2019 | |
| June 30, 2019 | |
| May 31, 2019 | |
| April 30, 2019 | |
| March 31, 2019 | |
| February 28, 2019 | |
| January 31, 2019 | |
| December 31, 2018 | |
| November 30, 2018 | |
| October 31, 2018 | |
| September 30, 2018 | |
| August 31, 2018 | |
| July 31, 2018 | |
| June 30, 2018 | |
| May 31, 2018 | |
| April 30, 2018 | |
| March 31, 2018 | |
| February 28, 2018 | |
| January 31, 2018 | |
| December 31, 2017 | |
| November 30, 2017 | |
| October 31, 2017 | |
| September 30, 2017 | |
| August 31, 2017 | |
| July 31, 2017 | |
| June 30, 2017 | |
| May 31, 2017 | |
| April 30, 2017 | |
| March 31, 2017 | |
| February 28, 2017 | |
| January 31, 2017 | |
| December 31, 2016 | |
| November 30, 2016 | |
| October 31, 2016 | |
| September 30, 2016 | |
| August 31, 2016 | |
| July 31, 2016 | |
| June 30, 2016 | |
| May 31, 2016 | |
| April 30, 2016 | |
| March 31, 2016 | |
| February 29, 2016 | |
| January 31, 2016 | |
| December 31, 2015 | |
| November 30, 2015 | |
| October 31, 2015 | |
| September 30, 2015 | |
| August 31, 2015 | |
| July 31, 2015 | |
| June 30, 2015 | |
| May 31, 2015 | |
| April 30, 2015 | |
| March 31, 2015 | |
| February 28, 2015 | |
| January 31, 2015 | |
| December 31, 2014 | |
| November 30, 2014 | |
| October 31, 2014 | |
| September 30, 2014 | |
| August 31, 2014 | |
| July 31, 2014 | |
| June 30, 2014 | |
| May 31, 2014 | |
| April 30, 2014 | |
| March 31, 2014 | |
| February 28, 2014 | |
| January 31, 2014 | |
| December 31, 2013 | |
| November 30, 2013 | |
| October 31, 2013 | |
| September 30, 2013 | |
| August 31, 2013 | |
| July 31, 2013 | |
| June 30, 2013 | |
| May 31, 2013 | |
| April 30, 2013 | |
| March 31, 2013 | |
| February 28, 2013 | |
| January 31, 2013 | |
| December 31, 2012 | |
| November 30, 2012 | |
| October 31, 2012 | |
| September 30, 2012 | |
| August 31, 2012 | |
| July 31, 2012 | |
| June 30, 2012 | |
| May 31, 2012 | |
| April 30, 2012 | |
| March 31, 2012 | |
| February 29, 2012 | |
| January 31, 2012 | |
| December 31, 2011 | |
| November 30, 2011 | |
| October 31, 2011 | |
| September 30, 2011 | |
| August 31, 2011 | |
| July 31, 2011 | |
| June 30, 2011 | |
| May 31, 2011 | |
| April 30, 2011 | |
| March 31, 2011 | |
| February 28, 2011 | |
| January 31, 2011 | |
| December 31, 2010 | |
| November 30, 2010 | |
| October 31, 2010 | |
| September 30, 2010 | |
| August 31, 2010 | |
| July 31, 2010 | |
| June 30, 2010 | |
| May 31, 2010 | |
| April 30, 2010 | |
| March 31, 2010 | |
| February 28, 2010 | |
| January 31, 2010 | |
| December 31, 2009 | |
| November 30, 2009 | |
| October 31, 2009 | |
| September 30, 2009 | |
| August 31, 2009 | |
| July 31, 2009 | |
| June 30, 2009 | |
| May 31, 2009 | |
| April 30, 2009 | |
| March 31, 2009 | |
| February 28, 2009 | |
| January 31, 2009 | |
| December 31, 2008 | |
| November 30, 2008 | |
| October 31, 2008 | |
| September 30, 2008 | |
| August 31, 2008 | |
| July 31, 2008 | |
| June 30, 2008 | |
| May 31, 2008 | |
| April 30, 2008 | |
| March 31, 2008 | |
| February 29, 2008 | |
| January 31, 2008 | |
| December 31, 2007 | |
| November 30, 2007 | |
| October 31, 2007 | |
| September 30, 2007 | |
| August 31, 2007 | |
| July 31, 2007 | |
| June 30, 2007 | |
| May 31, 2007 | |
| April 30, 2007 | |
| March 31, 2007 | |
| February 28, 2007 | |
| January 31, 2007 | |
| December 31, 2006 | |
| November 30, 2006 | |
| October 31, 2006 | |
| September 30, 2006 | |
| August 31, 2006 | |
| July 31, 2006 | |
| June 30, 2006 | |
| May 31, 2006 | |
| April 30, 2006 | |
| March 31, 2006 | |
| February 28, 2006 | |
| January 31, 2006 | |
| December 31, 2005 | |
| November 30, 2005 | |
| October 31, 2005 | |
| September 30, 2005 | |
| August 31, 2005 | |
| July 31, 2005 | |
| June 30, 2005 | |
| May 31, 2005 | |
| April 30, 2005 | |
| March 31, 2005 | |
| February 28, 2005 | |
| January 31, 2005 | |
| December 31, 2004 | |
| November 30, 2004 | |
| October 31, 2004 | |
| September 30, 2004 | |
| August 31, 2004 | |
| July 31, 2004 | |
| June 30, 2004 | |
| May 31, 2004 | |
| April 30, 2004 | |
| March 31, 2004 | |
| February 29, 2004 | |
| January 31, 2004 | |
| December 31, 2003 | |
| November 30, 2003 | |
| October 31, 2003 | |
| September 30, 2003 | |
| August 31, 2003 | |
| July 31, 2003 | |
| June 30, 2003 | |
| May 31, 2003 | |
| April 30, 2003 | |
| March 31, 2003 | |
| February 28, 2003 | |
| January 31, 2003 | |
| December 31, 2002 | |
| November 30, 2002 | |
| October 31, 2002 | |
| September 30, 2002 | |
| August 31, 2002 | |
| July 31, 2002 | |
| June 30, 2002 | |
| May 31, 2002 | |
| April 30, 2002 | |
| March 31, 2002 | |
| February 28, 2002 | |
| January 31, 2002 | |
| December 31, 2001 | |
| November 30, 2001 | |
| October 31, 2001 | |
| September 30, 2001 | |
| August 31, 2001 | |
| July 31, 2001 | |
| June 30, 2001 | |
| May 31, 2001 | |
| April 30, 2001 | |
| March 31, 2001 | |
| February 28, 2001 | |
| January 31, 2001 | |
| December 31, 2000 | |
| November 30, 2000 | |
| October 31, 2000 | |
| September 30, 2000 | |
| August 31, 2000 | |
| July 31, 2000 | |
| June 30, 2000 | |
| May 31, 2000 | |
| April 30, 2000 | |
| March 31, 2000 | |
| January 31, 2000 | |
| December 31, 1999 |
Reports Published Annually
Annual Reports
The Annual Report provides an overview of the WVIMB’s organizational background and history, and discusses the results of operations for the respective year.
| Report Date | |
|---|---|
| June 30, 2023 | |
| June 30, 2022 | |
| June 30, 2021 | |
| June 30, 2020 | |
| June 30, 2019 | |
| June 30, 2018 | |
| June 30, 2017 | |
| June 30, 2016 | |
| June 30, 2015 |
Note: Annual Reports for fiscal years 2014 and prior are combined with the corresponding Audited Financial Statements. The combined reports are available below.
Audited Financial Statements
The Audited Financial Statements include the independent auditors report for each of the investment pools operated by the WVIMB and the WVIMB Administrative Fund.
| Report Date | |
|---|---|
| June 30, 2023 | |
| June 30, 2022 | |
| June 30, 2021 | |
| June 30, 2020 | |
| June 30, 2019 | |
| June 30, 2018 | |
| June 30, 2017 | |
| June 30, 2016 | |
| June 30, 2015 |
Note: Audited Financial Statements for fiscal years 2014 and prior are combined with the corresponding Annual Reports. The combined reports are available below.
Annual Performance Audit Reports
The performance audit is conducted annually at the fiscal year end on the individual investment pools operated by the WVIMB.
| Report Date | |
|---|---|
| June 30, 2023 | |
| June 30, 2022 | |
| June 30, 2020 | |
| June 30, 2019 | |
| June 30, 2018 | |
| June 30, 2017 | |
| June 30, 2016 | |
| June 30, 2015 | |
| June 30, 2014 | |
| June 30, 2013 | |
| June 30, 2012 | |
| June 30, 2011 | |
| June 30, 2010 | |
| June 30, 2009 | |
| June 30, 2008 |
Annual Reports & Audited Financial Statements (FY 2014 and prior)
The Annual Report provides an overview of the WVIMB’s organizational background and history, and discusses the results of operations for the respective year. The Audited Financial Statements include the independent auditors report for each of the investment pools operated by the WVIMB and the WVIMB Administrative Fund.
| Report Date | |
|---|---|
| June 30, 2014 | |
| June 30, 2013 | |
| June 30, 2012 | |
| June 30, 2011 | |
| June 30, 2010 | |
| June 30, 2009 | |
| June 30, 2008 | |
| June 30, 2007 | |
| June 30, 2006 | |
| June 30, 2005 | |
| June 30, 2004 | |
| June 30, 2003 | |
| June 30, 2002 | |
| June 30, 2001 | |
| June 30, 2000 | |
| June 30, 1999 |
Did you Know?
The West Virginia Investment Management Board is an investment board that invests funds on behalf of various state and local participants (see Who We Serve). To do so, the WVIMB establishes investment pools that align with the participants’ respective asset allocations (see the Investment Policy Statement). The result is that the investments of each participant consist entirely of unit interests in various asset pools created and managed by the WVIMB. The WVIMB holds title to the assets within the pools.
The WVIMB operates on a July 1 to June 30 fiscal year. For July to May of each fiscal year, you can find the amount held in each pool by the participant plans in the Interim Monthly Financial Statements. In the Notes to the Financial Statements section of each pool, a Schedule of Participation is available showing the value of the participant plan holdings in the respective pools. For the fiscal year-end values, the Audited Financial Statements contain the same data. This reflects the investments held by the participant plans.