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NATIONWIDE VARIABLE INSURANCE TRUST

CIK: 0000353905 Equity
Report date: 2026-02-23
AUM $92M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-23

About this Fund

NATIONWIDE VARIABLE INSURANCE TRUST is a leading mutual fund company dedicated to providing a comprehensive range of investment solutions to help individuals and institutions achieve their long-term financial goals. As a prominent player in the asset management industry, the company offers a diverse portfolio of mutual funds, including equity, debt, hybrid, and money market funds, designed to cater to the unique needs and risk profiles of its investors. With a strong focus on wealth management, NATIONWIDE VARIABLE INSURANCE TRUST empowers its clients to make informed investment decisions, leveraging its expertise and experience in managing complex investment portfolios. The company's investment approach is centered around a disciplined and research-driven methodology, which enables it to identify opportunities and mitigate risks, thereby delivering consistent and sustainable returns to its investors. Through its wide range of mutual fund offerings, NATIONWIDE VARIABLE INSURANCE TRUST provides investors with the flexibility to choose from various investment options, including systematic investment plans (SIPs), which allow them to invest a fixed amount of money at regular intervals, thereby promoting a disciplined approach to investing. The company's equity funds are designed to capitalize on the growth potential of the stock market, while its debt funds focus on generating regular income and preserving capital. Hybrid funds, on the other hand, offer a balanced approach, combining the benefits of equity and debt investments. By offering a broad spectrum of investment products, NATIONWIDE VARIABLE INSURANCE TRUST caters to the diverse needs of its clients, including individual investors, financial advisors, and institutional investors. The company's key strengths lie in its experienced team of investment professionals, who possess a deep understanding of the markets and a proven track record of delivering superior investment results. NATIONWIDE VARIABLE INSURANCE TRUST's investment team employs a rigorous research process, which involves thorough analysis of market trends, economic indicators, and company-specific factors, to identify investment opportunities and optimize portfolio performance. The company's commitment to transparency, accountability, and customer satisfaction has earned it the trust of its investors, who value its expertise, reliability, and dedication to helping them achieve their financial objectives. By leveraging its expertise in asset management and wealth management, NATIONWIDE VARIABLE INSURANCE TRUST has established itself as a trusted partner for investors seeking to navigate the complexities of the financial markets and achieve long-term investment success. With its strong foundation, experienced team, and diverse range of investment products, the company is well-positioned to continue delivering value to its investors and maintaining its position as a leading mutual fund company in the industry.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

13 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 T AT&T, Inc. Since 2026-05-10 00206R102 Equity (Common)
5.05%
 $4.64 186,888
2 MO Altria Group, Inc. Since 2026-05-10 02209S103 Equity (Common)
4.35%
 $3.99 69,250
3 AIG American International Group, Inc. Since 2026-05-10 026874784 Equity (Common)
4.05%
 $3.72 43,502
4 CME CME Group, Inc. Since 2026-05-10 12572Q105 Equity (Common)
2.65%
 $2.43 8,912
5 CNP CenterPoint Energy, Inc. Since 2026-05-10 15189T107 Equity (Common)
2.04%
 $1.87 48,848
6 ENB Enbridge, Inc. Since 2026-05-10 29250N105 Equity (Common)
2.33%
 $2.14 44,729
7 NEE NextEra Energy, Inc. Since 2026-05-10 65339F101 Equity (Common)
2.58%
 $2.37 29,543
8 NVS Novartis AG Since 2026-05-10 66987V109 Equity (Common)
3.85%
 $3.54 25,682
9 PM Philip Morris International, Inc. Since 2026-05-10 718172109 Equity (Common)
8.56%
 $7.87 49,062
10 VZ Verizon Communications, Inc. Since 2026-05-10 92343V104 Equity (Common)
4.54%
 $4.17 102,342
11 XEL Xcel Energy, Inc. Since 2026-05-10 98389B100 Equity (Common)
2.02%
 $1.86 25,149
12 ACN Accenture plc Since 2026-05-10 N/A Equity (Common)
2.17%
 $1.99 7,428
13 RNR RenaissanceRe Holdings Ltd. Since 2026-05-10 N/A Equity (Common)
1.06%
 $0.97 3,452
Frequently Asked Questions — NATIONWIDE VARIABLE INSURANCE TRUST
What type of mutual fund is NATIONWIDE VARIABLE INSURANCE TRUST?
NATIONWIDE VARIABLE INSURANCE TRUST is a SEC-registered Equity fund, with $92M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, NATIONWIDE VARIABLE INSURANCE TRUST holds 13 portfolio positions, all detailed in the holdings table on this page.
What are NATIONWIDE VARIABLE INSURANCE TRUST's assets under management (AUM)?
NATIONWIDE VARIABLE INSURANCE TRUST has $92M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are NATIONWIDE VARIABLE INSURANCE TRUST's top holdings?
According to NATIONWIDE VARIABLE INSURANCE TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AT&T, Inc., Altria Group, Inc., American International Group, Inc. , among others. The complete list of all 13 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is NATIONWIDE VARIABLE INSURANCE TRUST's expense ratio?
Expense ratio data for NATIONWIDE VARIABLE INSURANCE TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find NATIONWIDE VARIABLE INSURANCE TRUST's SEC filings?
NATIONWIDE VARIABLE INSURANCE TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000353905. You can access all of NATIONWIDE VARIABLE INSURANCE TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000353905). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is NATIONWIDE VARIABLE INSURANCE TRUST's holdings data on StockSifting?
Holdings data for NATIONWIDE VARIABLE INSURANCE TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.