Grayscale DeFi Fund Rebalances Holdings with ENA Addition and AERO Removal

Grayscale DeFi Fund has completed its Q1 2026 rebalancing, making several changes to its holdings. The fund has added Ethena token ENA with a weight of 13.59%, which is now the fourth largest holding in the fund.

The fund has also removed Aerodrome Finance token AERO from its portfolio. Following the rebalancing, Uniswap (UNI) remains the second-largest holding with a 35.22% weight, followed by Aave (AAVE) at 21.36%, Ondo Finance (ONDO) at 19.83%, and Curve DAO (CRV) at 5.27%.

The fund's smart contract platform holdings have not changed in the quarter. However, Ethereum (ETH) has seen an increase in its holding weight to 30.14%, surpassing Solana (SOL) and taking the top position.