Quarterly UpdatesMay 6, 2026, 04:18 PM
Grayscale Updates DEFG & GSC Fund Component Weightings for Q1 2026
AI Summary
Grayscale Investments announced updated Fund Component weightings for its Grayscale Decentralized Finance (DeFi) Fund (DEFG) and Grayscale Smart Contract Fund (GSC Fund) following their first quarter 2026 reviews. The DEFG Fund adjusted its portfolio by selling Aerodrome Finance (AERO) and other components to purchase Ethena (ENA), with Uniswap (35.22%) and Aave (21.36%) as top holdings. The GSC Fund also adjusted its portfolio, with Ether (30.14%) and Solana (29.69%) as its largest components. Both funds regularly distribute components to cover ongoing expenses, which gradually decreases the amount of Fund Components represented by shares.
Key Highlights
- Grayscale updated DEFG Fund component weightings for Q1 2026 reviews.
- DEFG Fund sold Aerodrome Finance (AERO) and other components to purchase Ethena (ENA).
- DEFG Fund's new top holdings: Uniswap (UNI) 35.22%, Aave (AAVE) 21.36%, Ondo (ONDO) 19.83%.
- Grayscale updated GSC Fund component weightings for Q1 2026 reviews.
- GSC Fund's new top holdings: Ether (ETH) 30.14%, Solana (SOL) 29.69%, Cardano (ADA) 17.96%.
- Fund compositions are evaluated quarterly based on CoinDesk index methodologies.
- Both funds regularly distribute components to pay for ongoing expenses, gradually decreasing components per share.
Price Impact
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