According to WuTalk, Grayscale has announced the Q1 2026 portfolio rebalance results for its DeFi Fund and Smart Contract Fund. In the DeFi Fund, Aerodrome Finance (AERO) has been sold and Ethena (ENA) has been added. As of May 1, 2026, the fund's main holdings are UNI (35.22%), AAVE (21.36%), ONDO (19.83%), ENA (13.59%), CRV (5.27%), and LDO (4.73%). The Smart Contract Fund has been rebalanced according to its original component weightings, with main holdings as of the same date including ETH (30.14%), SOL (29.69%), ADA (17.96%), AVAX (7.69%), HBAR (7.41%), and SUI (7.11%). Grayscale stated that both funds are evaluated and adjusted quarterly based on asset composition and weightings. https://(wublock123.com)/news/grayscale-q1-2026-portfolio-rebalance-defi-fund-adds-ena-removes-aero-60657