Grayscale Completes Q1 2026 Fund Rebalancing, Adds ENA to DeFi Fund and Removes AERO
Source：
financefeeds.com
Grayscale Investments has completed its Q1 2026 rebalancing of its cryptocurrency industry funds, adding Ethena’s ENA to its Decentralized Finance Fund and fully removing Aerodrome Finance’s AERO. Following the adjustment, ENA holds a 13.59% weight in the fund, making it the fourth-largest holding; UNI remains the top holding at 35.22%, followed by Aave at 21.36% and Ondo Finance at 19.83%. The move reflects a broader institutional capital reallocation toward stablecoin infrastructure, tokenized financial products, and yield-generating protocols. Separately, Grayscale’s Smart Contract Fund saw only weight adjustments this quarter—no new assets were added nor any removed—with Ethereum regaining the top position at 30.14%, narrowly ahead of Solana’s 29.69%.
