Grayscale Rebalances DeFi Fund, Adds ENA and Removes AERO

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Grayscale completed its Q1 2026 rebalancing for the DeFi Fund and Smart Contract Fund. The DeFi Fund removed Aerodrome Finance and added Ethena, leaving UNI, AAVE, ONDO, ENA, CRV, and LDO in the portfolio as of May 1, 2026. The Smart Contract Fund was rebalanced by existing component weightings across ETH, SOL, ADA, AVAX, HBAR, and SUI.

ENA4.19%
AERO-0.74%
UNI0.95%
AAVE-0.4%
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