Grayscale Investments said on Aug. 5 that it had completed the 2026 second-quarter review and rebalancing of three multi-asset products: the Grayscale Decentralized Finance Fund, the Grayscale Smart Contract Fund and the Grayscale Decentralized AI Fund. The firm also disclosed the latest constituent assets and weightings for the products as of Aug. 3, 2026, according to GlobeNewswire.
Grayscale said the funds’ constituents and weights will be reviewed on a quarterly basis under their respective index methodologies or fund methodology. The company said future adjustments may add new assets or remove existing ones, and holdings may continue to change.
Grayscale Decentralized Finance Fund
The Grayscale Decentralized Finance Fund was rebalanced under the CoinDesk DeFi Select Index methodology. Grayscale said it sold Uniswap and allocated the proceeds to the other constituents based on their existing weights.
After the rebalancing, the fund holdings were:
- Uniswap: 34.16%
- Ondo: 25.44%
- Aave: 19.97%
- Ethena: 12.19%
- Curve: 4.42%
- Lido DAO: 3.82%
Grayscale Smart Contract Fund
The Grayscale Smart Contract Fund was adjusted under the CoinDesk Smart Contract Platform Select Capped Index methodology. Grayscale sold portions of existing constituent assets and used the proceeds to buy BNB.
After the rebalancing, the fund holdings were:
- BNB: 30.6%
- Ethereum: 29.47%
- Solana: 29.15%
- Cardano: 4.88%
- Hedera: 2.08%
- Avalanche: 1.92%
- Sui: 1.9%
Grayscale Decentralized AI Fund
The Grayscale Decentralized AI Fund was adjusted under the fund’s own methodology. Grayscale said it sold NEAR Protocol and redistributed the proceeds across the other existing constituents based on weight.
After the rebalancing, the fund holdings were:
- NEAR Protocol: 31.35%
- Bittensor: 29.15%
- Render: 21.59%
- Filecoin: 17.91%